What are Quick Links?

What are Quick Links?

Quick Links are reference shortcuts designed to help approvers easily access related transactions. These links provide additional context and insights by showing:

  • Transactions by the same requester.

  • Transactions with overlapping properties.

  • Preceding or succeeding transactions in the process.

Examples:

  • Invoice quick links cover: 

    • Invoices by the same vendor.

    • Invoices with similar items.

  • Purchase Orders (PO) quick links cover: 

    • Invoices consuming the PO.

    • Purchase Requisitions (PR) consumed by the PO.

Quick Links streamline the decision-making process by giving approvers quick access to relevant data without needing to search manually.