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 is used across all budgets for that Group Type unless overridden in an Advanced Budget’s Settingsapplied based on Group Type.
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 user group requests payment
Set the optional and mandatory fields that a user needs to complete when they request 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
There is one Custom Field that allows you to customize your Payment Request Process.
Navigate to Admin > Settings > Custom Values.
Select the Fund Request Type Custom Field
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.)
Please contact support@campusgroups.com with any questions