How to make use of Cancel & Revise

The function of this feature is implied by its name, it allows the user to cancel a purchase order and revise it. What is meant by "revise"? Basically, that means that you can make changes to the purchase order, for example, changing the budget.

Note: This can only be done by users with the "Team Member" user role

  1. On the purchase orders listing page, select the PO you would like to modify
  2. Scroll down until you see the text “Other Actions”
  3. Click on the “Cancel And Revise” option
  4. Make the necessary changes i.e swap out the budget etc. 
  5. Click on the "Send" button to re-send the PO for approval 

Note: The canceled purchase order will be linked to the new one in the comments section:

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on