Employees with a member account in the company’s Microsoft tenant can sign in. Your Employee profile is created the first time you sign in.
Sign in with Microsoft 365Submit a request or keep track of one you’ve already sent.
| Request | Type / summary | Submitted | Amount | Status | Last update |
|---|
Requests assigned to you or one of your workflow roles.
| Request | Type / summary | Department | Requester | Amount | Status | Assigned to |
|---|
Manage access, routing, backup admins, and travel GL accounts.
Download portal request history with summaries by employee and department, workflow events, and supporting documents. CSV reports open in Excel. Leave filters blank to include all portal requests.
The ZIP includes request details, workflow history, employee and department summaries, and supporting documents. Amounts are requested amounts, not payment confirmation. It contains portal records only; older company records must be imported separately.
Employees are added as Employees when they first sign in with a company Microsoft account. Use this form to preconfigure workflow roles or update an existing profile.
| Name / email | Department | Roles | Access |
|---|
Assign the department and Finance approver for each request type. New requests use these settings.
Choose an active user to cover each role’s assigned workflow tasks. A Purchasing or Payables backup who already holds that direct role adds no extra queue access, so choose another active user when separate coverage is needed. A Finance Admin backup can cover a department approval routed to a Finance Admin but does not receive Finance setup privileges unless they also hold the direct Finance admin role.
These start with Finance’s approved 2026 values. Finance Admin can change them here when the policy changes. Saving a rate change clears confirmation; confirm the rates before new Travel requests use them. The optional date is for a scheduled future change.
Imports or updates the listed users and roles. It replaces backup assignments, approver routing, and the GL account list with the settings in that file. Users not listed remain in the portal. Travel rates are reviewed separately here. Requests and attachments are not imported.
Admin changes are recorded in the portal audit log.