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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

     

Set up Payment Request Custom Field

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

1. Navigate to Admin > Settings > Custom Values.

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2. Select the Fund Request Type Custom Field

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3. Edit the Custom Fields to match your process

   • Found when submitting a Purchase Request, this is the transaction type (e.g. Purchasing/Spending, Reimbursement, P-Card, etc.)

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Please contact support@campusgroups.com with any questions