Authorization requests
The Authorization request, jointly crafted by employees and their managers, serves as a comprehensive guide outlining specific tasks and responsibilities within the context of an employee's professional role, within a designated structure and location. As employees are frequently tasked with assignments beyond their regular work area, Expensya provides a straightforward and innovative solution for effortlessly managing authorization request, alleviating unnecessary pressure.
The Authorization request module is a feature included in Expensya's 'Gold' offer. Activation of this feature is convenient, requiring a simple request from the account administrator through our internal system.
How to create an Authorization request: :
Once the module is activated on our side, a new tab will be displayed on the user's account: this is the "Requests" tab, all you have to do is:
- Click on the "Requests" tab:
- Click on the "Authorization request" option:
- Fill in the various fields of the authorization request form.
- Click on "submit"
How to attach files to authorization requests:
How to view the modification history of an authorization request
Users can view all actions taken on a given work order by going to the "history" tab.
How to export authorization requests in PDF format:
As shown in the screenshot below, all Expensya users have the possibility to export authorization requests in PDF format.
Authorization request management :
It is important to know that the authorization request is an independent module from that used for expenses. In other words, its creation and submission is done independently from expense reports.
However, the authorization request will follow the same validation flow set up for expenses.
Configuring projects for work orders :
It is possible to configure business types for authorization request directly from the "admin" tab and the "projects” sub-menu. For the business type to be linked to authorization requests, you must tick the "Authorization request" as "Expense types" in the project form created.
View bookings synced with the Travel tool in the authorization request view :
Book your business trips easily with Expensya's integrated travel module. Connect your booking tools and other travel apps to Expensya and enjoy a better user experience when booking, paying, and managing business travel expenses.
For companies with a Travel integration, It is possible to see the list of reservations linked to each authorization request in order to have a complete view of all travel costs.
