Travel Request System

Manage travel more effectively

Travel Request System is a comprehensive solution designed to help organizations automate and manage two processes related to business travel: approving travel requests and processing expense reports. Travel Request System provides four-state approval workflow for managing both pre-travel and post-travel expenses, enabling managers to effectively control travel plans and expenses. Travel Request System keeps track of all your travel details—requester information (e.g., project, cost center), travel information (e.g., cities, hotels), and travel expenses (e.g., payment method, currency). Excel-like interface for travel expenses is easy to understand and effective to use. Reporting functionality allows executives to make timely decisions based on accurate travel expense analyses. We plan to extend the Travel Request System functionality, and once you purchase it you will have free access to updates.

Approval Workflow

Workflow

Approval process for pre-travel request
1. A user creates a new travel request. (Request Approver field is mandatory to save request form.)
2. The user submits the request for approval ("Send to approve" button).
3. Before an approver approves the travel request, the user can make changes in travel request form.
4. The approver receives email notification of the request and reviews travel plan with travel expenses.
5. The approver approves or declines the travel request.
6. If the approver approves the travel request, the pre-travel request is finished.
7. If the approver rejects the travel request, the user must edit and resubmit the travel request until the approver finally approves it.

Approval process for settlement (post-travel expense report)
1. A user navigates to approved request form and creates a new settlement by clicking "Create settlement" button.
2. The user can modify three kinds of information on the settlement form—Travel Destinations, Notice field, and Travel Expenses. (Other fields are read only.)
3. The user submits the request for approval ("Send to approve" button).
4. The approver receives notification of the approval and reviews settlement report.
5. The approver approves or declines the travel request.
6. If the approver approves the travel settlement, the process is finished.
7. If the approver rejects the travel settlement, the user must edit and resubmit the settlement until the approver finally approves it.

Support

If you have any question or issues, please email us at apps@ivero.net

Please read below Product FAQ and Technical Troubleshooting FAQ before sending email with an technical question.

Product FAQ

  • Where app data is stored?

  • How to pin app to the SharePoint menu?

    After successful installation, app is located on the SharePoint Site Contents. If you use modern view in Site Contents, please temporarily switch to classic view by click on "Return to classic SharePoint" in the bottom-left corner (image below)
    PinApp1

    Step 1) Click right mouse button on app icon area, afterwards click "Copy link address" (name of this option might be different depends on the browser)
    PinApp2

    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    PinApp3

  • How to assign regular User role?

    There is no need to assign regular User role, because this role is given by default - every user with access to the SharePoint parent site (where the app is installed) also has access to this app as regular user.

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • How can I extend my trial period?

    We cannot extend trial period remotely, because app is SharePoint-hosted and our company doesn't have access to the customer's SharePoint env., however you can uninstall an app and install it again to "reset" 14-day period. (this operation removes all app data and configuration).