Send a payment request for approval

If an approval workflow is set up for payment requests and you are the requestor or a designated alternate, you can send a payment request for approval.

To send a payment request for approval

  1. Choose Lightbulb that opens the Tell Me feature., enter payment requests, and then choose the related link.

    The Payment Requests page opens.

  2. Select the payment request that you want to send for approval.

  3. Depending on your environment setup for approver selection and whether you want to choose the approver of this payment request, perform one of the following steps:

    • If approver selection is turned on in your environment, and you want to choose the approver of this payment request, perform the following steps:
      1. On the action bar, choose Requisition > Approvers.
        The Finance Request Approvers page opens.
        If no approvers appear, check to see whether the payment request has been verified. For more information, see Verify a payment request.
      2. Select the Enabled checkbox on the line of the approver who you want to approve this payment request.
      3. To return to the Payment Requests page, choose Back Icon.
    • If approver selection is turned on in your environment, and you do not want to choose the approver of this payment request, proceed to the next step.
    • If approver selection is turned off, proceed to the next step.

  4. On the action bar, choose Request Approval > Send Approval Request.

    Sparkrock 365 verifies the payment request and if enabled, runs budget checking.

    If there are any errors, the Error Messages page opens and displays the list of errors.

    If budget checking is enabled, Sparkrock 365 checks the payment request against the budget and notifies you if the budget amount is exceeded. To return to the payment request, choose No. To continue processing the payment request approval, choose Yes.

    A status message appears indicating that the payment request has been sent for approval, and the Status changes to Pending Approval.

Payment request approvals

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