Introduction
We currently offer a mobile application that enables users to submit expense requests, utilising an AI-powered policy reviewer to automatically check compliance with expense policy rules.
This new workflow is separate from the existing expense feature. It loads a preconfigured screen directly on the employee’s profile, allowing them to complete expense requests through a simplified web interface, and for managers to review and authorise via Todos.
We do not recommend enabling this workflow if you plan to use the mobile app expense feature with the AI powered policy reviewer, as they rely on separate data sources and may result in inconsistent reporting.
How it works
Employees can find their Expense screen in their profile.
Here they can view all of their expense requests and also add a new record.
Once complete, the manager will receive an email and a Todo to review this request and either approve, decline or send for resubmission.
Once this has been actioned, the employee will get an email with confirmation and any comments the manager might have provided.
If the manager has selected to send back for resubmission, as well as the confirmation email, the employee will receive a task to edit and resubmit.
If you're on the Elite Tier and have access to the Screen Designer, you have the ability to edit the form that the employee needs to complete.
It is important not to edit anything around the approval fields, as the workflow will no longer function correctly. Please only update the initial form that the employee completes.
When making changes to the fields on this screen, it’s important to also update the Screen Variant, which defines what is shown in the managers approval request, and the employees form for resubmission.
Click here for an article on how to create or edit a screen, or scroll to the bottom of that article to learn more about Screen Variants.
How to get this Workflow
If you're interested in this workflow, please reach out to support.