As an administrator, your first step is to contact SRXP support and ask to activate the trip in your account.
You can check if the trip feature is already activated in your account, by consulting the subscription tab. In the subscription details, the line 'Pre-trip approval' should be available.
Setting up the trip
Once your trips are activated, you should prepare the company account by performing 3 actions:
1 - Creating Trip Types
From the administrator panel, you will now have access to the Trip types in the feature section.
You need to create at least one trip type to allow your user to request trips.
The trip type allow you to flag the kind of trips allowed.
2 - Set Requester rights
On the user page, you now have a new column called Req. By selecting it, you are granting this user the right to request a trip. This user will see a new top section called Request.
3 - Automatic emails and closing
From the company information page, you have the trip settings
You can set automatic emails to be send after approval of the trip and you can set automatic closure of trips and indicate the number of days after the return date needs to be calculated before closing a trip.
A closed trip means that no expenses can no longer be attached to this trip.
Controlling the trip requests
Once your users are requesting trips, you can control their requests via the 'all trips' overview.
In this section, you can check who asked for a trip, including the destination, the budget and the dates.
As an administrator, you can click on a specific report and see all the details of the request. You can delete a trip, close it or cancel it if the trip did not started.