How can I set up an approval workflow for travel requests, and how do I create a travel request?
ApprovalMax also supports other types of workflows, e.g., for the approval of contracts or travel requests.
This is how you can set up a workflow for travel requests:
- Click on the "CREATE" button to create a new workflow:
- Add Requesters and Approvers, specify rules and conditions, and then activate the workflow.
- In the approval matrix, you can create additional fields (such as Per
Diems, Country, City, Days) and set up rules for the Approvers based on the
conditions preset in these fields:
- To create a travel request, click on the "CREATE NEW" button and select "Travel request approval".
- Fill in the details and submit the request for approval.
- After submitting the request, optionally, you can leave a comment for the Approver.
How can I set up an approval matrix? (Standalone)
This is how you define the conditions for the selection of Approvers in a step: In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Choose the approval workflow or create a new one. ...
How to set up an Airwallex Batch Payment approval workflow
This is how you set up an Airwallex Batch Payment workflow: In the main menu, select your Organisation and open the Approval Workflows page under Workflows and Settings: Select the respective approval workflow: The first step is Payment Creation. ...
How to create an Expense
To create an Expense in ApprovalMax, you first need to set up and activate an Expense Creation and Approval workflow: In the section Expense Creation, you can specify all users who will be allowed to create Expense approval requests. By adding ...
How can I set a "Does not match" condition in the approval matrix? (Standalone)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular request. Conditions are set based on the requester/ values for created custom fields. Although positive rules are set by default, ...
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...