Approvers can review and action Purchase Orders directly in Weel.
Who can approve Purchase Orders?
Approvers are determined based on your organisation’s existing approval setup in Weel. To review the rules that are in place:
Navigate to Approval Rules
Click into Purchase Order rules
Review the rules in place
How to approve or reject a PO
Go to Approvals
If you are the approver of the PO, open the PO with the Pending your approval status
Review the details
Choose Approve or Decline
What happens after approval?
The PO status changes to Approved
The PO can now be linked to a bill, reimbursement or card payment
To view the approval details, open the relevant PO in the Purchase Orders dashboard
If declined:
The status changes to Declined
The PO moves to the Archived tab in the PO dashboard
FAQs
Can I request changes instead of declining?
No. If changes are required, the PO must be declined and resubmitted.
Can more than one person approve a PO?
The default approval rule for Purchase Orders is to require approval from any of the assigned Budget owners. In this case, if one or more people are assigned as Budget owner to that Budget, the required approval will trigger to each person.
Can I customise my approvals for Purchase Orders?
Not yet. Purchase Orders currently uses the default approval rules only. Custom approval flows (such as multi-step approvals or different approvers by amount or team) are planned for a future release.