How do I reject a transaction that’s submitted for approval?

If you’re an admin or approver, you can reject transactions sent to you for approval. This could be due to various reasons, such as discrepancies in pricing, incorrect information, or any other issues that need attention.

Pro Tip: If you do not want to reject a transaction but need the submitter to make edits, you can convert it to a draft. This allows the submitter to revise and resubmit it for approval.

To reject a transaction:

  • Open the transaction that has to be approved.
  • Click the Approve dropdown and choose Reject.
  • Provide a reason for rejecting the transaction.
  • Click Reject.

The transaction will now be marked as Rejected. The submitter can edit and resubmit the transaction for approval.

Learn more about Transaction Approvals.

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