How can I configure a request process?

Requests allow Soldo users to request temporary virtual cards to make ad-hoc payments. If someone submits a request to use company money, this needs to be approved by at least one other user in the company. This is what we call a 'request process'.

You can choose between 2 types of request process: the standard request process and the custom request process.

Read more about expense requests in our dedicated guide.

Standard request process

The standard request processes is the default option can be used for any purpose. It consists of 2 simple steps:

1. A user sends a request.
2. A Super admin approves or declines the request. If approved, the Super admin created a temporary virtual card.

Custom request process

If you're a Super admin or Admin and want more people to review certain types of requests, you can create custom request processes. When creating one, you can:

• Provide a process name and description. This helps requesters identify the right process for the type of request they want to submit. For example, you might name a process 'IT hardware' with a description like: 'For requesting IT equipment - laptops, monitors, etc'. You can also link the process to a spending policy, if available.
• Add more review steps. You can create multiple reviewers. For example, you might include someone from the IT department to review requests for IT equipment.

To configure a custom request process:

1. Log in to the web app.
2. Select Requests from the left side menu.
3. Click the top-right button Configure workflow.
4. Select Add custom request process.
5. Enter a name and description to guide requesters. Click Continue.
6. Review your review process and once happy, click Confirm process.

Following these steps will help you set up a request process to fit your company's needs.