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Requests

How can I see all Requests generated by a specific Team?

To view all Requests generated by a Team member: From the Company Requests tab: Head over to the Reports tab. By default, you'll be in the Company Requests subtab. . Click on the ‘ Filters ’ icon nex…

Updated by Jean Acosta

Can I edit the Categories of a Request after it's been submitted for Approval?

Yes, you can always modify the Categories (including the Account) assigned to a Request. To edit your own Request's Categories: To edit the Category(s) of your own Request, head over to the My Reques…

Updated by Jean Acosta

How to Duplicate a Request

To duplicate your own Request: Head over to the My Requests tab. You can visualize your Requests either using List view or Kanban view , by clicking on their respective buttons on the top right side…

Updated by Jean Acosta

How do I edit a Request?

To edit your own requests: Head over to the My Requests tab to view your previously submitted requests. You can use either List view or Kanban view by clicking on their icons on the top-right corner…

Updated by Jean Acosta

How do I mark a Request as "Purchased Externally"?

To mark your own Request as Purchased Externally : To edit your own requests, head over to the My Requests tab. You can visualize your Requests either using List view or Kanban view , by clicking on…

Updated by Jean Acosta

When is a Request considered Purchased?

A Request changes its status to Purchased when all of the items for that request have been purchased. An item is considered purchased when: The item has been added to a PO, and the PO has been sent t…

Updated by Jean Acosta

Can I cancel a Request that was already Approved and/or purchased?

The answer is, it depends. 🚫 If the Request is already Approved as well as Purchased or Received , you can no longer cancel the Request. The reason for this, is that the product/service has already b…

Updated by Jean Acosta

What does "Purchased Externally" mean?

An external purchase is one made outside of ControlHub, meaning that no ControlHub PO was generated/sent, or no ControlHub Card was used. In these cases, you can still mark your Requests as “Purchase…

Updated by Jean Acosta

What type of spending requests can I submit in ControlHub?

All requests that involve spending resources, money or Budget (outside of hiring employees or payroll related expenses) can be requested and approved on ControlHub. This includes:‍ Products from onli…

Updated by Jean Acosta

Can I use ControlHub to request Contractors, Consultants or other types of 1099 service?

Yes. When needing any type of 1099-Contractor service, start by creating a Request for the service. If the Vendor or Contractor provided a Quote, Contract, or any supporting document, we recommend yo…

Updated by Jean Acosta

Where is my Request ID?

To find your Request ID: Head over to the My Requests tab to view your previously submitted requests. You can use either List or Kanban view by clicking on their icons on the right side of the screen…

Updated by Jean Acosta

Are there any attachment restrictions (quantity, file type, file size)?

We support JPG, PNG and PDF files. When you create an Approval Request or Purchase Order, you'll be able to attach unlimited files of up to 5 MB size each. When you upload a Bill or Invoice, you'll b…

Updated by Jean Acosta

How many quotes can I submit per approval request?

You can submit a maximum of three (3) Quotes per Request. After you’ve added three quotes, the Add Quote button on the review screen will no longer be available.

Updated by Jean Acosta

What's the difference between Step-by-Step and Express Flows when creating a Request?

The Step-by-Step Flow in ControlHub allows you to create aRequest in a guided flow, going through six steps. It’s like following a GPS with simple instructions. In the last step, called the Review st…

Updated by Jean Acosta

Is there a limit of characters for "Comments" or "Additional Information" fields?

Comments do not have a character limit, as we understand that details in the communication with your teammate and vendors is a priority. The Additional Information field in a Request, Bill or Budget,…

Updated by Jean Acosta

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