How_do_I_refresh_my_approval_steps_

How do I refresh my approval steps?

Refreshing approval steps will not delete the approved status on approved steps. It will update the steps in the approval process assigned to the requisition with the steps in the default approval process.

Refreshing my approval steps

1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Requisitions.

2. Click the Refresh Approval Types button.

Connect replaces the approval steps in the grid with the approval steps on the default approval process.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Invoice Approval Status Report - Include pending approval steps

      Sort and filter invoices with invoice detail that are waiting for approval from one or more individuals. A pending approval step means the invoice has not yet been approved for payment. Is in the workflow for review by designated approvers. Cannot be ...

    • Which approval processes use this approval step?

      You can see which approval processes are linked to an approval step so you will know which approval process will be affected by changing the approval step. Viewing approval processes linked to an approval step 1. Open Connect Payroll > Organization > ...

    • How do I add approval types to an approval process?

      Add the steps the approval process will use to route timesheets to approvers for review. Before you get started Add the approval step to the Approval Types table (Organization > Approval Types). See the help topic titled How do I add an approval ...

    • How do I add an approval process?

      Connect can route items through an approval process where approvers can review the item and then approve it or reject it. Before you get started Add approval steps to the Approval Types table. See the help topic titled How do I add an approval step? ...

    • How do I add an approval step?

      Use an approval step to group together the approvers who will be assigned to an approval process. Only the approvers listed in the approval step will have the authority to approve or reject items that are assigned to the approval process. Adding an ...