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Reject Action Item

Summary

 This guide explains how to reject 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 reject
  • Step 2: Reject the action item
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to reject 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 reject

  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 reject.
  3. Click on the 3 dots (options menu) next to the action item.

Step 2. Reject the action item

  1. From the dropdown menu, select "Reject" to reject the action item.
  2. If prompted, provide a reason for rejecting the item.
  3. Once rejected, the status of the action item will be updated accordingly.

Frequently Asked Questions (FAQ)

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

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

2. What happens after I reject the action item?

 Once rejected, the action item will be sent back for review or modification, depending on your platform's workflow.

3.Can I reject multiple action items at once?

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