{"id":130,"date":"2026-03-06T10:40:39","date_gmt":"2026-03-06T15:40:39","guid":{"rendered":"https:\/\/www.clarku.edu\/business-and-financial-services\/?page_id=130"},"modified":"2026-03-09T10:24:47","modified_gmt":"2026-03-09T14:24:47","slug":"approvals","status":"publish","type":"page","link":"https:\/\/www.clarku.edu\/business-and-financial-services\/operations-services\/purchasing\/smartbuy-plus\/training-topics\/approvals\/","title":{"rendered":"Approvals"},"content":{"rendered":"\n<div class=\"wp-block-columns sidebar is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:45rem\">\n<details id=\"approving\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Approving transactions<\/summary>\n<p>Requisitions generated from SmartBuy Plus can be approved in two different ways. They can be approved via email or they can be approved by logging into the SmartBuy Plus website. In general, the email method is quicker and easier. If you need to review the requisition in more detail, to read and attached document for example, you currently need to log into the website instead. For instructions for either method, please view the links below. Instructions on how to assign a substitute approver if you are going to be out of the office are also listed below.&nbsp;<a href=\"mailto:pwykes@clarku.edu\">Please contact the Business Manager<\/a>&nbsp;if you have any questions or run into any problems.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"http:\/\/www.clarku.edu\/offices\/purchasing\/www-content\/blogs.dir\/3\/files\/sites\/122\/2020\/02\/email-based-approvals.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Email based approvals (PDF file)<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.clarku.edu\/offices\/purchasing\/www-content\/blogs.dir\/3\/files\/sites\/122\/2020\/02\/website-based-approvals.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Web based approvals (PDF file)<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.clarku.edu\/offices\/purchasing\/www-content\/blogs.dir\/3\/files\/sites\/122\/2020\/02\/assigning-subsitute-approvers.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Assigning substitute approvers (PDF file)<\/a><\/li>\n\n\n\n<li>Forwarding requisitions to a different approver.<\/li>\n<\/ul>\n<\/details>\n\n\n\n<details id=\"forwarding\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Forwarding approvals to a different user<\/summary>\n<p>As an approver in SmartBuy Plus, there may be times when you have received a requisition to approve that should have been sent to a different approver instead. Or perhaps you would like someone else to approve the transaction because you feel it would be more appropriate for that person to be the approver. When this occurs, you do not need to return the requisition \u2013 you can forward it to the appropriate approvers instead.<\/p>\n\n\n\n<p>To forward a requisition to someone else for their approval, please follow the steps below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the requisition in SmartBuy Plus. You can do this by clicking on the link in the approval email you received or finding it by going in \u201cAction Items\u201d.<\/li>\n\n\n\n<li>From the \u201cAvailable Actions\u201d dropdown menu, select \u201cForward to \u2026\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"417\" height=\"314\" src=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/forward-to-user.avif\" alt=\"\" class=\"wp-image-166\" srcset=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/forward-to-user.avif 417w, https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/forward-to-user-300x226.avif 300w\" sizes=\"auto, (max-width: 417px) 100vw, 417px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the user search screen, search for a user by entering their information in one or more fields \u2013 usually just last name will suffice. Click the blue \u201cSearch\u201d button when done.<br><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"420\" height=\"239\" src=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/user-search-420x239-1.avif\" alt=\"\" class=\"wp-image-168\" srcset=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/user-search-420x239-1.avif 420w, https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/user-search-420x239-1-300x171.avif 300w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the name of the user you wish to forward the approval to.<\/li>\n\n\n\n<li>Optionally write a brief note\/explanation.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"420\" height=\"250\" src=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/forward-message-420x250-1.avif\" alt=\"\" class=\"wp-image-169\" srcset=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/forward-message-420x250-1.avif 420w, https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/forward-message-420x250-1-300x179.avif 300w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the blue \u201cForward\u201d button. The requisition will now go to the user you selected for approval.<\/li>\n<\/ul>\n<\/details>\n\n\n\n<details id=\"selecting\" class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Selecting an alternate financial approver<\/summary>\n<p>All users in SmartBuy Plus are assigned a \u201cfinancial approver\u201d. The financial approver approves any employee reimbursement submitted for the user and also approves any other transactions that exceed the user\u2019s financial limits.<\/p>\n\n\n\n<p>In certain cases, user\/employees perform work for more than one department. In such cases, the user\/employee can be assigned multiple financial approvers. When this happens, one approver will be considered the \u201cpreferred approver\u201d and will be used as the default approver for any transactions that require a financial approver\u2019s review.<\/p>\n\n\n\n<p>When multiple financial approvers have been assigned to a user, the appropriate approver can be selected by completing the following steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Proceed to checkout.<\/li>\n\n\n\n<li>Click the \u201cRequisition\u201d tab and view the Summary<\/li>\n\n\n\n<li>Click the \u201cEdit\u201d button (see image below)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"460\" src=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/select-alternate-approver.avif\" alt=\"\" class=\"wp-image-170\" srcset=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/select-alternate-approver.avif 636w, https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/select-alternate-approver-300x217.avif 300w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Under the name of the financial approver, click on the \u201cSelect from profile values\u2026\u201d link.<\/li>\n\n\n\n<li>Click on the dropdown box to see a list of available approvers:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"629\" height=\"360\" src=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/select-profile-values.avif\" alt=\"\" class=\"wp-image-171\" srcset=\"https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/select-profile-values.avif 629w, https:\/\/www.clarku.edu\/business-and-financial-services\/wp-content\/uploads\/sites\/126\/select-profile-values-300x172.avif 300w\" sizes=\"auto, (max-width: 629px) 100vw, 629px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the approver you want from the list and then click the blue \u201cSave\u201d button.<\/li>\n<\/ul>\n\n\n\n<aside class=\"wp-block-group boxout has-light-yellow-background-color has-background is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-12dd3699 wp-block-group-is-layout-constrained\">\n<h4 class=\"wp-block-heading\" id=\"h-important-notes\">Important Notes<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If you are also changing the \u201cSubmitted For\u201d value to a different user, you will need to click the \u201cSave\u201d button before you can select a different approver for them. One the \u201cSubmitted For\u201d user has been selected and saved, follow the instructions above.<\/li>\n\n\n\n<li>In order for a user to have multiple financial approvers to choose from, the additional approvers need to be added by a SmartBuy Plus administrator. If there is a need for an additional approver to be added to a user, please email&nbsp;<a href=\"mailto:smartbuyplus@clarku.edu\">smartbuyplus@clarku.edu<\/a>&nbsp;and specify the user, the approver to be added, and the reason why the additional approver is necessary.<\/li>\n<\/ul>\n<\/aside>\n<\/details>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><?xml encoding=\"utf-8\" ?><nav class=\"is-vertical wp-block-navigation is-content-justification-stretch is-layout-flex wp-container-core-navigation-is-layout-2c14e10a wp-block-navigation-is-layout-flex\" aria-label=\"Training Topics Submenu\"><ul class=\"wp-block-navigation__container  is-vertical wp-block-navigation\"><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\" href=\"https:\/\/www.clarku.edu\/business-and-financial-services\/operations-services\/purchasing\/smartbuy-plus\/training-topics\/approvals\/\"><span 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