Jira Spend Authorization Request Guide

Owned by Justin Freeman
Last updated: Jan 02, 2025
2 min read

This page is a step-by-step guide for the Spend Authorization Request in Jira. This process is intended for receiving pre-approval for travel and entertainment expenditures. If you need to request pre-approval for goods and/or services, please follow the steps outlined in the Requisition Request page.

How to obtain pre-approval for a travel or entertainment expenditure

Step 1: Select Spend Authorization Request issue type in Jira

Step 2: Complete every field in the form (double-click to enlarge):

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Step 3: Assign the ticket to your supervisor and route the ticket through the stream of approval.

  • From here, the assignee must approve the approval request by typing “approve” in the comments section on the ticket and assign the ticket to his or her supervisor until the request reaches the President. Once the President grants approval, then the President must assign the ticket back to the original initiator of the ticket.

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Once the ticket is returned to the initiator, the initiator may submit a Request for Payment (RFP) or Purchase Order (PO) by creating a “sub-task” of the approval ticket:

Step 4: Create Sub-Task

  • Click “Add”

  • Click “Sub-Task”

  • Choose between Create Purchase Order and Issue Payment