Send-back target

This sets where a request goes when the person deciding on this step sends it back: to the previous step (the default), to an earlier step, or back to the submitter for revision. It is only the preselected target: when sending back, the decider can pick another one.

The Send-back target drop-down is on Settings → Approval Policies, in the policy editor, per step. The options:

• Default: previous step – the request moves back one step. On the first step this means back to the submitter.
• Back to the submitter (for revision) – the approval flow ends and the invoice returns to the status it was in when it was submitted. After fixing it, it has to be submitted again, and approval starts over from step one.
• An earlier step, shown by its label – the request continues from that step.

Sending back always needs a reason. When the decider clicks Send back, they can override this target in the Send back to list.

On the first step the Send back button only appears for an escalated request; otherwise rejecting is the option there.