How do I create and manage my Requests?
Click on Create in the side navigation to begin. Request forms are organized by domains, such as PR (Purchase Requisition), PO (Purchase Order), or Invoice.
Within each domain, you can access multiple request types based on your permissions.
Your submissions are categorized into:
Drafts: Forms you’ve saved but not yet submitted. Only you can access these.
My Past Vouchers: Submitted forms that are either approved or rejected and no longer pending approval.
My Submissions: All forms you’ve submitted that are under review and pending approver action.
Related Articles
How to create a Custom Role?
To create a custom role, follow these steps: Log In: Log in to your account and navigate to the Users section. Go to Roles: Click on the Roles tab or section. Create New Role: Click on the "Create Role" button. Fill in Role Details: Name: Enter a ...
How to create a User Group?
LogIn and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab. Create New Group: Click the Create New Group button. A form will open for you to enter the group details. Enter Group Details: Name: Enter a unique ...
How to Manage Users?
To manage users in the procure-to-pay platform, follow these steps: Navigate to Users: Log in to your account and go to the Users section. Access the All People Tab: Click on the All People tab to view the list of all users in your organisation. ...
How to Create Exception Cases in Workflow?
Under the condition set, click Add Exception Case to create an alternate approval path. Define additional conditions that will alter the approval sequence (e.g., if the vendor is "Preferred Vendor," skip certain approvals). Multiple exception cases ...
How to Create a Condition Set?
In the workflow editor, click Add Condition Set. Define the conditions by choosing attributes, operators, and values (e.g., if "Amount" is greater than $5,000). The condition set will govern the approval path based on the defined rules.