Expense Report
A streamlined process to automate the sending of receipts and reports, and get approvals quickly from finance managers.
Workflow Steps
Step 1 - Create Expense Report
Employee creates a new report for a specific period or trip and adds individual expense items, attaching digital receipts for each one.
Step 2 - Submit for Approval
Once complete, the employee submits the report, which is automatically sent to their manager with a summary of the total amount and any policy exceptions.
Step 3 - Manager Review & Approval
The manager reviews the entire report online and can approve, reject, or comment on specific line items.
Step 4 - Finance Payout & GL Coding
The approved report is processed by the finance department for payment, and the expenses are automatically coded to the correct general ledger accounts.
The Purpose of Expense Report
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