How can I set up an approval workflow for travel requests, and how do I create a travel request? (Stand-alone)
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:
- Click on the CREATE button to set up a new workflow:
- Add Requesters and Approvers, specify rules and conditions, then activate the workflow:
- In the approval matrix, you can create additional fields (such as 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
button, select "Travel request" and click on CREATE A REQUEST:
- Fill in the details and submit the request for approval:
- Optionally, you can leave a comment for the Approver after submitting the request.
Related Articles
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 ...How can I set up an approval matrix? (Stand-alone)
This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings. Select an approval workflow, or create a new one: Navigate to the ...Contract approvals (Stand-alone)
Stand-alone requests allow users to initiate approval processes for specific documents or transactions independent of any existing workflow/ integration with accounting system. ApprovalMax enables multi-step approval workflows for such matters. Among ...How can I create new fields in a request form? (Stand-alone)
In stand-alone requests, you can create any drop-down field you need. To do that, open the approval matrix of the respective stand-alone workflow: Click on “Add field” and type in a name for the new field: In the approval matrix, you can create ...How can I set up ApprovalMax as a stand-alone solution?
Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures ...