Rejection Reasons

Rejection reasons are pre-defined reasons for not approving invoices, estimates/quotes, or work requests. You can create new rejection reasons or edit existing ones on the Admin > Rejection Reasons page.

The following information displays for each rejection reason listed:

• Name: The name/description of the rejection reason

• Invoice: If Yes, you can select the rejection reason for not approving an invoice

• Estimate/Quote: If Yes, you can select the rejection reason for not approving an estimate or quote

• Work Request: If Yes, you can select the rejection reason for not approving a work request

• Work Request Resubmission: If Yes, work requests rejected for this reason can be resubmitted by providers

  See Rejected Work Requests for more on how providers can resubmit requests.

• Active: If Yes, the rejection reason is active and can be used for the items for which it is designated (invoices, estimates/quotes, or work requests)

Create or edit a rejection reason

To edit an existing rejection reason, click the rejection reason name.

To create a new rejection reason, click New.

In both cases, you can configure the following for the rejection reason:

• Name: Enter the name/description of the rejection reason

• Invoice: Select if the rejection reason can be used for not approving an invoice

• Estimate/Quote: Select if the rejection reason can be used for not approving an estimate or quote

• Work Request: Select if the rejection reason can be used for not approving a work request

• Work Request Resubmission: This option only appears if Work Request is selected; select Yes if providers can resubmit a work request rejected for this reason, No if not.

• Status: Select Active if the rejection reason can be used for the items for which it is designated (invoices, estimates/quotes, or work requests), Inactive if not