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Manage finance requests

You can use the Finance requests app to approve or reject them.

Search for a finance request

When searching for a finance request, you can use operators to refine your search. For example, you can:

  • Search for an exact phrase using " ". E.g. searching "Jane Doe" will return finance requests that contain these words in this order.
  • Widen your search using OR. E.g. searching Jane OR Doe will return finance requests that contain either of these words.
  • Exclude results using -. E.g. Jane -Doe will return finance requests that include Jane but not Doe.

Approve a finance request​

To do this:

  1. Go to the Finance requests app.
  2. Find the finance request and hover over the row.
  3. Click ✓ (Approve).
  4. Enter the approved amount.
  5. Click Approve Request.

After approving the finance request, the Solar Order workflow will start.

Reject a finance request​

To do this:

  1. Go to the Finance requests app.
  2. Find the finance request and hover over the row.
  3. Click X Reject.
  4. Click Reject Request.

Once rejected, a finance request is disabled.