Expense workflows
Manage how your expenses are processed according your company‘s internal policies.
By Yokoy1 author7 articles
Creating expense workflowsWith the Workflow Designer, you can build specific workflows for expenses tailored to your organization’s needs.
Expense nodesUse these Workflow Designer nodes to customize the expense business logic for your organization.
Set up a cost object workflow for expensesBuild a custom workflow to approve expenses based on their cost objects.
Set up a tag approval workflow for expensesBuild a workflow for your expenses where approvers are determined by tags.
Set up an approval group for expensesBuild a workflow where you approve expenses using a group of users that are determined by a specific property in their user profile.
Set up a line manager approval workflow for expensesBuild a workflow for your expenses where the submitter's line manager approves any spending.
Adjusting expense workflows to allow Finance to edit trips and add expensesTo allow your Finance team to edit trips themselves without having to send the trip back to submitters, you need to adjust your workflow.