How to Create Trip Approval Schemes?
Click on the "Create" button next to the search bar. In the pop-up window, add participants in the approval schemes by selecting a role or a specific employee.
To make a participant an approving person, move them to the preliminary approval or approval of actual expenses column by left-clicking on the block with the full name.
You can create complex approval schemes in several steps for more precise regulation of the trip.
How to Set up a Trip Pre-approval Scheme?
To set up a trip pre-approval scheme, select the type:
- all at once (to approve the business trip, each participant in the scheme must confirm the trip);
- any of (one of the participants in the scheme can approve the trip for all approving persons).
When the pre-approval step is enabled, you will need to specify the dates of the business trip, the destination and the budget when creating a trip.
How to Set up Approval Schemes for Actual Expenses?
To set up a scheme for approving actual expenses, select what needs to be approved:
- all trips;
- only those with travel policy violations (if the limits are exceeded, your employee will send actual expenses for approval to the scheme participants).
Select the type:
- all at once (to approve actual travel expenses, each scheme participant must confirm the services being issued);
- any of (one of the scheme participants can approve actual travel expenses for all approving persons).
If necessary, you can add additional steps to the approval schemes. To complete creating schemes, click on the "Save" button.
How to Create and Set up Expense Report Approval Schemes?
Click on the "Create" button next to the search bar. In the pop-up window on the right, add participants to the approval schemes by selecting a role or a specific employee. To make a participant an approving person, move them to the "Expense report approval" column.
To set up an expense report approval scheme, select the type:
- all at once (each participant in the scheme must agree on an expense report);
- any of (one of the scheme participants can approve an expense report for all approving persons).
If necessary, you can add additional steps in the approval scheme. To complete creating the scheme, click on the “Save” button.
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