Mandatory comments when rejecting a PO or Invoice

Mandatory comments when rejecting a PO or Invoice

You can ensure that your team is reasonably informed of why a PO or Invoice has been rejected.

Using our "Mandatory approval rejection comment" feature available in Business>Settings>Workflow. 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:



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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