Apart from approving an advance request, you have the option of sending the request back, and editing the request along with the provision to add / remove approvers. On the right side, you will find the request’s trail of the approval, send back and edit history.

To Send Back an advance request

  • Open the pending request

  • Click on the 'Send Back'

Sending back an advance request
  • Enter the reason for sending the request back. 

Enter the reason to send back the advance request
  • The request state is automatically changed to 'INQUIRY'

  • An email notification is sent to the user along with the reason stated for rejecting the request.

  • The audit trail on the right side captures the history of the advance request including comments and reasons entered for sending back. 

View the history of the advance request from the Audit Trail on the right side

Edit Request:

  • Open a pending request. 

  • Click on 'Edit'

  • Make the necessary changes and click 'SAVE'

  • On clicking save, you will be prompted to enter the reason for making changes on the request.

  • An email notification is sent to the user about the edit along with the reason. The same is also capture in the audit trail of the advance request.

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