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 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 ...
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 alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
How can I create new fields in a request form?
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 to deactivate an approval workflow?
If you want to stop one or several approval workflows, you can simply deactivate the respective workflow(s) in ApprovalMax at any time. Here is how it works: Navigate to the main menu in the upper left-hand corner and select your Organisation Open ...