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Approval Request, Granting approval

Managing Approval Requests - Shippers Only

General

Approval Requests are managed through the Tasks page. This feature is only visible if your user role has the necessary Can be an Approver permission. To access Approval Requests, tap the Tasks option in the main tab bar at the bottom of the screen.

Good to know

  • You can Approve or Decline any approval request

  • Tasks will also list 'In Transit Approvals'

  • Tasks can also list Cost Recovery Actions

If you have access to both Approval Request and Invoice Approvals request functionalities, an option to switch between Approvals and Invoices will be visible at the top of your screen.

If any approval requests are waiting for your decision, you will see a red dot next to the ‘Approvals’ tab option, as well as a prominent widget on the dashboard. If you are expecting to see an approval request, but it has not showed up yet - please pull down on the page to refresh.

Approving or Declining A Request

When active approval requests are pending for your approval, a red dot will appear on the 'Approvals' option to provide notification.

To access the request, navigate to the Approvals page, locate the specific request, and tap to view the summary details and associated quote. For comparison, you can also navigate to the original Quote Request to examine other received quotes.

The summary will display the 'Reason for booking' selected by the requestor; however, you retain the option to select an alternative reason prior to approval.

To approve or decline, tap the appropriate button and provide a reason, if necessary.

To ensure that we don't accidentally decline or approve something too quickly, each button requires a second tap to confirm.

Next Approval

When active approval requests are pending for your approval, a red dot will appear on the 'Approvals' option to provide notification.

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