The Quick Request feature gives users the ability to create a request with just a total for the whole request. No finer details such as expected expenses can be added. This feature is great in situations where the customer wants to simplify the request process and save their users time.
Creating a Quick Request
Objective
After completing this lesson, you will be able to create a Quick Request
What Is a Quick Request?
Creating a Quick Request
This demonstration starts with the user having already chosen to create a request.
Steps
Complete the request header.
- Enter the Estimated Amount for the request.
- Select the Create Request button.
Result
The request is created. Because this is a quick request, the user has no options to add specific expenses.
Creating a Quick Request
Now that you've seen the steps on creating a quick request, watch the following video for a demonstration.
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