Creating a Payment Request Approval Process

Owned by joe.pernick (Deactivated)
Last updated: Mar 01, 2024
2 min read

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.

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

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.

 

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.

  2. Select the Fund Request Type Custom Field

  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.)

Please contact support@campusgroups.com with any questions