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Requests & approvals

Trip requests and approvals

A trip request is a record with dates, purpose, travellers, budget and a status, rather than an email someone has to interpret and forward.

What a request carries

What a request carries

Notes and a checklist on a desk

Structured detail

Destination, dates, purpose, travellers and indicative budget, captured up front.

  • Consistent fields every time
  • Raised by the traveller or on their behalf
  • Multiple travellers per request
Colleagues reviewing documents around a table

Policy result attached

The approver sees whether the request is inside policy before deciding.

  • Policy verdict alongside the request
  • Exception reason visible
  • No separate check needed
Colleagues joining a video call from a meeting room

Notes and discussion

Questions and clarifications stay on the request instead of splitting into a thread.

  • Notes retained on the record
  • Visible to both sides
  • Nothing lost in forwarding
Financial records under review

Status history

Who asked, who approved, when it changed, and what it became.

  • Full status trail
  • Timestamped changes
  • Auditable after the fact
Business traveller checking a phone at the airport

Notifications

The people who need to act are told; the people who need to know are kept informed.

  • In-portal notifications
  • Status changes surfaced
  • No chasing required
Mobile boarding pass held at the gate

Becomes the trip

An approved request carries through into bookings, documents and the invoice.

  • Bookings attached to the request
  • Documents on the same record
  • Invoiced against the same trip

One record from request to invoice

A request carries its own history. Who raised it, what the policy engine said, who approved it, what was booked against it and what it was finally invoiced at - all on the same object, months later.

  • Structured fields instead of free-text email
  • Policy verdict attached before the approver decides
  • Notes and clarifications kept on the request
  • Timestamped status trail that survives an audit
portal / trip-requests / TR-2481
Colleagues reviewing documents around a table
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