Return incomplete requests, check forms, prepare approval tasks. Every one is ready to run, and you can adjust it in plain language.
Return purchase requests missing details required for their type.
Requesters get a clear list of missing details on their purchase forms and a notice to update them, so your coordinator can move past the chase.
Check purchase requests for missing reasons and supplier details.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
Flag purchase requests that need a budget owner's review.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.
Identify missing purchase details and ask requesters to add them.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.