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. This is a mandatory step for using the Budget Module. Each Payment Request Approval Process created is applied based on Group Type.
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The Default Payment Request Approval Process for a Group Type is used across all budgets for that Group Type unless overridden in an Advanced Budget’s Settings. |
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Creating a Payment Request Approval Process
Navigate to Admin > Settings > Approval Processes
Click Create Process or Edit an existing Approval Process
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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The Default Payment Request Approval Process for a Group Type is used across all budgets for that Group Type unless overridden in an Advanced Budget’s Settings. |
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Set up Payment Request Custom Field
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