The custom requests
You can use the custom requests feature to meet different types of needs, for example:
- An employee must go on a business trip (once or on a regular basis). To do so, the employee creates a custom request in Akuiteo that must be approved (to then be able to book transportation or to rent a car, accommodations, etc).
- An employee makes a purchase request.
- An employee makes a remote work request.

Before using the custom request feature, you must set up the following parameters:
1 | Go to Tools > Setup > General setup > Custom requests > Issue categories. |
2 | Enter the following information: |
- Code / Label / 'Valid until' date.
- Category's access options
- Locations
- Accreditation levels
- User profiles
- Creation from schedule or timesheet
3 | Add custom data for each request category, if needed. |
4 | Set up the expected expense types (expense reports) to be able to compare the expected expense amount with the actual expense amount. |
5 | Set up expense report line templates to ease data input through recurring templates. |
6 | Set up your report / email templates. |

1 | Go to Management > Custom requests > |
2 | Enter the following information: |
- call name of the custom request;
- dates and times;
- project or multi-project;
- description;
- template set up for expense report lines.
3 | Check Without expenses if this request does not involve any expense. |
4 | Upon saving, a number is assigned to the request. The request is in the To ask approval state. |
5 | Go to Edit > Complete to complete the request, which becomes To be approved. |
6 | Print your request or send it by email if needed. |
You can create an expense report from a custom request. To do so, go to Edit > New expense report from an approved request.

1 | As a manager, go to My Akuiteo > My approvals to validate (or approve) a custom request. Akuiteo will automatically generate an email to notify you of pending validation for requests. |
2 | Validate each custom request in Akuiteo. |
You can track requests that were already approved to view actual expenses.
In addition, from the tracking screen, you can also open a request and display the overview of all the expenses linked to that request.