Managers - Getting Started with Approvals

Getting Started with Approvals

As an approver in NexTravel, you will be alerted when your travelers submit requests. This guide will demonstrate how to review Approval Notifications, Approve or Deny Travel, and Run Reports.

Approval Notifications

When travel is submitted for your review, you will be alerted via an email notification. Click on View All Approvals to review the trip in NexTravel.

There will also be a notification banner at the top of your NexTravel dashboard. Click on Review Purchases to be redirected to the Approval page.

Approve or Deny Travel

 On the Approvals page you will see the options to View, Approve, or Deny travel requests.

Simply click on Approve to confirm the trip for the user.

Click on View to expand the travel itinerary and approval or deny the purchase there.

If you choose to Deny the request, you will have to provide a Reason for Denial. Click Save to send the trip back to the user.

The user will be alerted once the request has been approved or denied.

Run Reports

On the navigation bar, hover over your name and select Approvals.

Locate your Approval History to view past requests.

Click on Excel, CSV, or PDF to download the entry data.