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This text refers to program version 8.4  

Operations Menu - Expense - Cancel Approval Request

This page describes the 'Cancel Approval Request' function on the Operations menu in the Expense record window. If you are using iOS or Android, the 'Cancel Approval Request' function is on the Tools menu (with 'wrench' icon).

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If an Expense record needs to go through an approval process before you can mark it as OK or print it and you have started that approval process by selecting 'Request Approval' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android), you will no longer be able to modify the Expense record. So, if you realise the Expense record contains an error, you must cancel the approval process before you can correct the error. To do this, open the Expense record and choose 'Cancel Approval Request' from the Operations or Tools menu. You will now be able to amend the Expense record and then restart the approval process by once again choosing 'Request Approval'.

If you cannot cancel the approval process, the probable reasons are:

• The Approval Status of the Expense record (visible on the 'Misc' card) is not Pending.
  

• You may have configured the approval process (using the Approval Rules register in the Business Alerts module) so that it does not allow cancellation.
  

• You cannot cancel the approval process if at least one Approval Person has approved the Expense record.

Please refer to the description of the Approval Status field on the 'Misc' card of the Expense window for brief details of the approval process and here for full details.

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The Expense register in Standard ERP:

• Introduction
  

• Entering an Expense record
  

• Inspecting Expense records, Marking as OK and Posting to the Nominal Ledger
  

• Expenses in Currency
  

• Error Messages
  

• Invalidating Expenses
  

• Registering Expenses Using Purchase Invoices
  

• Operations menu, including:
  
  • OK
    

  • Open NL Transaction
    

  • Authorise
    

  • Expense Status
    

  • Connect to Personnel Payment
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu

Go back to:

• Home page for Expenses module manual
  

• Home page for Standard ERP manual

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