How to: Approve, Reject or Edit a Vendor

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

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

Now, click the Review button on the vendor you would like to review for approval or rejection.

Then, click Approve if the vendor 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 the vendor any additional vendors pending your Review will appear on the grid.

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

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

Then, click Confirm to finalize the rejection and update the vendor status accordingly in GreenSlate.

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

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

Finally, you can click Approve, Reject or Back to Vendors to complete the vendor approval process and confirm the vendor’s status.

That's it. You have successfully approved, rejected or edited a vendor in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.