Approve a Submission

Review a supplier's accreditation and approve or reject the buyer's recommendation.

Who can use this?

Available to HOD / Admin (assigned approvers). You will only see accreditations in your inbox when you are the designated approver for that workflow step.

Click the link in your approval email

When an accreditation is ready for your review, ProcureFlow sends you an email notification.

Click the link in the email to open the accreditation directly in your browser and proceed with your approval decision.

Step 1 – Email notification with link to the pending accreditation

Note: You can also find pending approvals at any time under Approvals → Accreditation Approvals in the left navigation.

Open the accreditation for review

Clicking the link in the email opens your own approval page for this accreditation.

The page shows:

The Approval Path, with the buyer's recommendation and your stage in the flow.
The Buyer recommendation in the page header, with the Approve Recommendation and Reject Recommendation buttons when it is your turn.
All sections submitted by the supplier, including the MACC Screening results.

Step 2 – Accreditation detail with approval chain

Review the supplier's submission

Scroll through the full accreditation:

Company Information
Directors
Documents
Banking
Contacts
Any custom questionnaire sections

Verify that all required information is accurate and complete before making your decision.

Step 3 – Reviewing the full supplier submission

Approve or reject the recommendation

The buyer has recommended either approving or rejecting this supplier. Their recommendation shows beside Buyer recommendation in the page header. Click See details to jump to the buyer's card in the Approval Path, which shows who recommended it, when, and their remarks:

Approve Recommendation: You confirm the buyer's recommendation. There is no confirmation dialog.
Reject Recommendation: Opens a dialog for your reason, which is required. The accreditation goes back to the buyer, and the supplier is not contacted.

Step 4 – Approve and Reject action buttons on the accreditation detail page

Important: Your decision is recorded as soon as you click. Read the buyer's recommendation and remarks before deciding.

After you approve the recommendation

Once you click Approve Recommendation, one of two things happens depending on where you sit in the approval path:

More stages to follow: The next stage's approvers are emailed. The status stays Pending Approval until every stage confirms the recommendation.
You are the last stage: The buyer's recommendation becomes the outcome. A recommendation to approve makes the accreditation Approved; a recommendation to reject makes it Rejected. The buyer who owns the accreditation is emailed either way.

Step 5 – Accreditation fully approved: approval chain shows all steps as Approved

After you reject the recommendation

Clicking Reject Recommendation sends the accreditation back to the buyer. As a result:

The status changes to Pending Verification.
Any remaining stage in this round is cancelled.
The buyer is emailed with your reason, and can re-verify and send it for approval again, or return the accreditation to the supplier for amendment.

No further action is required from you unless the buyer sends it again.

Note: If the buyer sends the accreditation again, the approvers from last time are filled in and can be changed, and approval starts from the first stage.

Step 6 – Accreditation rejected: status changes to Rejected with the reason recorded in the approval chain