How can I create a custom request process?

Requests allow Soldo users to request temporary virtual cards to make ad-hoc payments or receive funds to top up their balance. When a request is submitted, it needs to be approved by at least one other user in the company. This is what we call a 'request process'.

With Soldo, you can choose between two types of request processes:

• Standard request process
• Custom request process

Read more about expense requests in our dedicated guide.

Standard request process

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

1. A user sends a request.
2. A Super admin approves or declines the request. If approved, the Super admin creates a virtual card or transfers funds to top up a balance.

Custom request process

If you're a Super admin or Admin and want to create a request process for a specific type of purchase or include more than one reviewer, you can create a custom request process. When creating one, you can:

• Decide who the requesters will be. You can choose to offer the request process to all users or only specific users. If you choose specific users, only they will see the custom review process when making requests.
• 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 steps with different reviewers assigned at each step. For example, you might include someone from the IT department to review requests for IT equipment.

You can create customised request processes for Funds and Goods or services. For example, you may want fund requests for specific users to be reviewed by a line manager or team leader.

How to create a custom request process

1. Log in to the web app as a Super admin or Admin.
2. Select Requests from the left-side menu.
3. Select Configure request process.
4. Decide if you want to create a request process for Funds or Goods or Services (temporary virtual card for pre-approved spend). Select the relevant tab in the web app.
   
5. Select Create a request process.
6. Enter a name, description, and optional spending policy link.
7. Select Next.
8. Choose who the requesters will be. You can select Any user or Choose specific users.
9. Select Next.
10. Choose who the reviewer will be.
    Note: A single review step is created by default with the Super admin set as the reviewer. You can edit this step to choose a different reviewer or role, or add additional review steps to create a multi-step review process.
11. Select Next.
12. Review your process and select Confirm.