How do request workflows work in Soldo?

Request workflows help companies control and approve spending in a structured and compliant way. They define how each type of request is submitted, reviewed, and approved, all based on your internal processes.

What is a request workflow?

A workflow is a rule-based process that routes requests to the right people. Each workflow defines:

• Who can submit requests
• Who should review or approve them (via multi-step review process)
• Whether a review step  is auto-approved or requires manual approval

Workflow types

Admins can define separate workflows for:

• Funds - Card top-up requests
• Goods or services - Temporary virtual card requests and Bank transfer requests (requires Bank Transfer Access add-on)
• Trips - Itemised business trip requests