Select purchase request type

To submit a purchase request:

1. Go to My Spending in the sidebar
2. Click the My Spending Requests tab
3. You will see a list of all your purchase requests. Click New request to create a new one
4. Select the purchase type you need
5. Fill in the form with the information required by your company
6. Submit the request for review
7. Track your request from the list of requests
   

   Tip: Ensure all required fields are completed before submitting to avoid delays.

    

Follow up on your request

To track the status of your request, open its details from the My purchase requests list. In this view, you can see:

• Timeline of the purchasing process associated with your request
• Current step in the process
• Who or which team is responsible for each step
• Information you provided when submitting the request
• All documents involved in the request process
• Comments section

Managing tasks assigned to you

During the purchase request process, you may be asked to complete tasks to help the finance or procurement team approve the request.

If a task is assigned to you, you can complete it by:

1. Receiving a notification in your inbox specifying the required action
2. Opening the request details and completing the task directly

Types of tasks you may be assigned:

• Document-related tasks – upload, review, or update a document provided by your company
• Updating submitted information – make changes to the information you initially submitted