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'
  • Enter the reason for sending the request back. 
  • 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. 

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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