Overview

You can ensure that your team is reasonably informed of why a purchase order or an invoice has been rejected. Using our “Mandatory approval rejection comment” feature you can make it mandatory that a user must provide a reason for why they are rejecting an order from our approval emails or our approval review screens. You can also provide some options available via a dropdown menu to quickly provide a reason:
1

Enable the feature

Head to Business > Settings > Workflow

 
Switch the feature on if it’s to be mandatory. Populate any customised reasons in the defaults reasons box, separating each with a semi-colon. 
 
 
2

Using the feature

With this feature turned off, the user can optionally leave a comment when rejecting by populating the comment box:
 
 
 
With this feature turned on, the user must enter a comment to be able to reject the PO or Invoice:
 
 
This comment will then appear in the document history of the PO or invoice.

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