How to: Approve, Edit or Reject a Check Request

First, navigate to the Check Request option under the Accounts Payable tab in the left hand navigation menu.

Next, click the Awaiting My Approval tab to display only the check request that require your review and action.

Now, click the Review button or the invoice number of the check request you would like to review for approval or rejection.

Then, click Approve if the check request is correct, Edit to make changes to the information yourself, or Reject to send it back to a previous approver to make any necessary changes.

Next, if you approve a check request the next check request pending your review, the screen will advance to the next transaction.

Now, if you only want to make changes or add information to the check request click Edit and make your changes.

Then, when you are done making your changes click Save to apply any edits made to the check request.

Next, if you want to save the changes made and approve the check request click Save and Approve to finalize the check request and complete the approval process.

Now, if you reject a check request a message box that must be filled to specify why the check request is being rejected will appear.

Next, select which step and previous approver you would like to reject to.

Finally, click Confirm to finalize the rejection and update the check request status accordingly in GreenSlate.

That’s it! You have successfully approved, edited or rejected a check request in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]