Users can submit requests for travel budgets/cards, and those requests will be routed by the Mesh platform to the relevant personnel.
Follow the steps below to submit, approve, or decline a request for a Travel budget/card:
1. Log into the platform as an Admin, a Pro, or a Travel Manager, navigate to the Requests section, and click on 'Pending my approval' link.
Note: If you are an Approving Manager you will need to use the request section which might appear in the bottom left side of the UI navigation menu.
2. The platform will list all of the requests requiring approval in descending order by date (from the most recent to the earliest request), and you can click on the Review button next to the relevant request to see its details.
Note: The link routes you to all approval types, make sure that you click on the Travel Request tab.
3a. Admins/Pros need to review the request. If they decide to approve, they will need to add the relevant Travel Policies and finish by clicking on the Approve request button. You can click here to learn more.
3b. If the Admin/Pro decides to decline the request, they need to click on the Decline link, provide a reason for the decline, and click again on the Decline button.
Note:
- If a travel request is approved by an Admin/Pro but requires the involvement of other individuals in the process, the platform will simply route the request to those individuals so they can make their decision.
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