Overview
The "Linked To" feature in the Volopay platform allows for enhanced request management by linking requests to specific departments or projects. This linkage dictates the applicable policies such as approval policy, submission policy, and claim policy handling specific to the department or project selected.
How to Use "Linked To"
Navigate to the bill pay module
Go to the “Invoice inbox” page
Click on the “+ Create bill” button on the top right
Enter the necessary details (amount, invoice number etc.)
At the bottom of the page you will see the “Payment linked to” button. Click on it.
From here you can change the linking of the payment to a different department/project
Note: The policies applied on the request/payment will change depending on the department or the project it is linked to and the custom policy that is applied on the department/project