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Approve Action Item

Summary

This guide explains how to approve action items, such as invoices or expenses, within the platform using the provided options.

In this article

  •  Before you begin
  • Step 1: Access the action item to approve
  • Step 2: Approve the action item
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to approve action items.
  • Be familiar with the action item details (e.g., invoice or expense) before making your decision.

Step 1:Access the action item to approve

  1. Navigate to the section containing the action item (e.g., invoices or expenses).
  2. Locate the action item (invoice or expense) that you need to approve.
  3. Click on the 3 dots (options menu) next to the action item.

Step 2: Approve the action item

  1. From the dropdown menu, select "Approve" to approve the action item.
  2. If prompted, you may need to provide a reason for approving the item.
  3. Once you've made your selection, the status of the action item will be updated to "Approved."

Frequently Asked Questions (FAQ)

1. Can I change my decision after I approve an action item?

 Once approved, the action item’s status is updated and cannot be changed directly. You may need to re-open the process or contact relevant users for further action.

2 . What happens after I approve the action item?

Once approved, the item will proceed to the next stage (e.g., payment or further processing).

 

3. Can I approve multiple action items at once?

 Typically, action items need to be approved individually. However, bulk actions may be available depending on the platform's features.