Enable business trip requests as a payment method for pre-approved spend

Business trip requests allow employees to submit structured travel plans, including itemised expenses and travel dates, for approval before spending company funds.

Before you begin

You must have both the Bank transfer feature and the Bank Transfer Access add-on enabled.

To enable business trip requests

1. From the navigation menu, select Requests.
2. Select Manage workflows.
3. Click the Goods and Services tab.
4. You can either:
   • Edit your existing workflow to include Bank transfer as a payment method. To do this:
     • Select the three dots (more options) next to the workflow
     • Select Edit workflow.
     • Edit the details section and include Bank transfer as a payment method.
     • Save your changes.
   • Or, create a new workflow for travel-specific requests and choose Bank transfer as the payment method.