Purchase Requests

How to Handle Purchase Requests

1. A form is submitted via the website.
2. This causes an email to be sent to the main HSA Murch email for approval by one of the presidents.
3. Click on the link in that email which will show the detailed view of that form entry on the Murch website.  Do the following:
   1. Click on the blue Edit button all the way on the right.
   2. Go down to bottom of form data.
   3. If you want approve the request and purchase the item –
      • click on Approved for Status of Approval
      • fill in your name for Authorize by.
      • Go back up to top of page and look in the right hand column.
      • Click on the blue Update button to save changes.
      • Then under Notifications – click on Approved Form Sent to Treasurers and click Resend Notifications. An email will go to the treasurers.  See Approved HAS Reimbursement Form above.
   4. If you want to not approve the request:
      • Click on Not Approved under Status of Approval.
      • Enter a reason why not
      • Go back to top of the page in right hand column and click on the blue Update button to save changes
      • Ten under Notifications click on Denied Form Returned to Requestor.  You do not need to enter an email address
      • Click on the Resend Notifications
      • An email will be returned to the person who submitted it with the reason that you provided.

Purchase Request Table

If you want to review all the reimbursement requests or for some reason do not get an email notification, you can view all requests by going to HSA->Purchase Request Table.  Click on Edit Entry in the row of the appropriate request to edit any request including to approve or deny a request.

How to Handle Purchase Requests After Approval

1. Purchaser will receive an email with the subject line “Approved HSA Purchase Request”.
2. This email should have all the information needed to purchase the itembut more information can be viewed by clicking the link.
3. After purchasing the item, click on the link in the email to be taken to the detail view of the form entry on the Murch website.
4. Click on the blue Edit button all the way on the right.
5. Go down to bottom of form data.
6. Click on Yes next to the Purchase Complete? field.
7. Go back to top of the page in right hand column and click on the blue Update button to save changes