ApprovalMax also supports other types of workflows, e.g. for the approval of contracts or travel requests, that are not connected to an accounting system.
This is how you set up a workflow for travel requests
Go to Workflows and settings in your ApprovalMax Organisation and open Approval workflows:
Click on the +CREATE button to set up a new workflow:
In the pop-up window, enter a workflow name and click on Create:
Add Requesters and Approvers, specify rules and conditions, then activate the workflow:
In the approval matrix, you can create additional fields (such as Location) and set up rules for the Approvers based on the conditions preset in these fields:
To create a travel request, click on the
button, select "Travel Request" and click on CREATE:
Fill in the details and submit the request for approval:
Optionally, you can leave a comment for the Approver after submitting the request.