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Admins have the ability to create Payment Request Approval Processes in order to set up a multi-step approval system to approve and deny of payment requests from groups. A Payment Approval Process This is a mandatory for a budgetstep for using the Budget Module. Each Payment Request Approval Process created is set by Group Types and applied based on Group Type.

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Creating a Payment Request Approval Process

1. Navigate to Admin > Settings > Approval Processes

   

2. Click Create Process or Edit an existing Approval Process

   

3. Fill out the Payment Request Fields

   • Set the Group Type that this Payment Request will apply to

   • Turn on the the Activate Payment Request Approval setting

   • Attach a custom supplementary form that will be used anytime a group requests payment

   • Set the optional and mandatory fields that a user needs to complete when a group requests payment

     

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Set up Payment Request Custom Field

There is one Custom Field that allows you to customize your Payment Request Process.

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