In the Payhawk Web Portal, you can configure the general settings for your employees' trip requests, including the request name and description. The trip request fields are built-in, and you can view them and adjust a set of options, such as marking fields as required for submission or review.
Configuring the trip request
You can configure the general settings for the trip requests of your employees.
To configure settings:
Go to Settings > Trips > Travel > Settings tab.
Under Name, enter the name of the trip request in free text, for example, Travel.
Under Description, enter the trip request description to help explain the difference between types to employees.
Click on Save changes.
Configuring the trip request fields
The field settings for trip requests are built-in and can be viewed from the Settings > Trips > Travel > Fields tab under Request details.
They include the following information:
Description - The settings of the Description field for trip requests cannot be modified. The Description field will always be displayed in the trip requests and employees will be expected to provide a reason for submitting the trip request.
Trip details - The Trip details field will always be displayed in the trip requests. Here you can configure it as required for submission or/and required for review. None of its other settings are modifiable. The Trip details field will always be displayed in trip requests and employees will be expected to provide their desired trip details, such as, inbound and outbound dates and destination.
Payment method - The settings of the Payment method field for trip requests cannot be modified. Employees will be expected to provide information about which Payhawk card the Travel AI Agent must use for the booking. If the employee doesn't have an active Payhawk card, the Travel AI Agent will automatically issue them a new virtual card that will be used for the specific trip request.