Set up workflows for expense

You can set up a workflow process that is used to review and approve travel and expense documents. The documents for which workflows can be defined include expense reports, travel requisitions, and cash advance requests.

A workflow represents a business process. It defines how a document flows through the system and indicates who must complete a task or approve a document. There are several benefits of using the workflow system in your organization:

  • Consistent processes — You can define the approval process for specific documents, such as purchase requisitions and expense reports. Using the workflow system helps to ensure that documents are processed and approved in a consistent and efficient manner.

  • Process visibility — You can track the status, history, and performance metrics of a specific workflow instance. This helps you determine whether changes should be made to the workflow to improve efficiency.

  • Centralized work list — Users can view a centralized work list to view the workflow tasks and approvals assigned to them.

The types of workflows you can create

The following table lists the types of workflows that you can create in Expense.

Type Use this type to
Expense report Create approval workflows for expense reports.
Expense report auto posting Create automatic posting workflows for expense reports.
Expense line item Create approval workflows for line items on expense reports.
Expense line item auto posting Create automatic posting workflows for line items on expense reports.
Travel requisition Create approval workflows for travel requisitions.
Cash advance request Create approval workflows for cash advance requests.
VAT tax recovery Create approval workflows for the recovery of value-added tax (VAT).