During the Review step
When a request is On Review, the Reviewer can:
Edit the request
Cancel the request in any step before final approval
Match Bills to Purchase Orders
Submit the request for approval
Please note: The option to add a Purchase Order Requester as a Bill Approver is not available in the Review step. Purchase Order Requesters can only be added as a Bill Approver by another Bill Approver while matching Bills and Purchase Orders.
After the Review step
Once a Reviewer completes their review, they continue to receive email updates about the request. These updates continue while the request moves through approval and after it’s approved, rejected or cancelled.
Reviewers are notified when:
The request is approved or rejected, including automatic and forced decisions
An Approver revokes their decision
The request is put on hold or taken off hold
The request’s status changes in Xero, QuickBooks Online or NetSuite
Someone adds a comment to the request
Please note: These notifications do not give Reviewers any approval rights. They still can’t approve or reject the request.
Managing these notifications
Reviewers can choose which updates they receive in their profile's notification settings:
Other notifications controls updates about decisions and status changes.
Comments notifications controls updates about new comments.
Please note: If someone mentions a Reviewer in a comment, the Reviewer always receives an email, even if Comments notifications are switched off.