In Peakflo, approvers can easily review and take action on pending requests. With just a few clicks, efficiently approve or reject travel requests.
Approver and manager will receive email, slack, or whatsapp notification when a travel request is submitted. They can click on the link to review the travel request in Peakflo.
Table of Content
Approve Travel Request
1. Log in as Approver and go to the Travel Requests tab under Travel and Expense in the navigation menu.
You will see 4 options:
- New: The travel requests that are in draft stage.
- Pending Approval: The travel requests that are submitted for approval
- Approved: The travel request that have been aproved
- All: View all the travel request irrespective of its status.
2. Under the Pending Approval tab you will find all the pending approvals. Click on one you wish to review to see the details.
3. Make sure that the information in the travel request is correct from the Info tab.
4. You can check the travel request breakdown from the Items tab.
5. You can also check the historical record of the travel request in the Timeline.
Here, you can even write a comment and mention a user.
6. Once all the information is reviewed, click on the Approve button.
Reject Travel Request
1. Log in as an approver and go to the Travel Requests tab under Travel and Expense of the navigation menu.
2. Under the Pending Approval tab you will find all the pending approvals. Click on one to review the details.
3. If the information is not correct and you want to reject the travel request, click on the three-dot option on the top right. Then click on the Return to Draft button to reject the travel request.
