--- title: Workflow Manager description: Manage workflows in ExpensePoint. --- [Back to home](https://support.expensepoint.com/migrated) - [ Overview ](https://support.expensepoint.com/migrated/overview) - [ Introduction ](https://support.expensepoint.com/migrated/overview#introduction) - [ Get Started ](https://support.expensepoint.com/migrated/overview#get-started) - [ User Interface Familiarization ](https://support.expensepoint.com/migrated/overview#user-interface-familiarization) - [ Initial Configurations ](https://support.expensepoint.com/migrated/overview#initial-configurations) - [ Receipt Management ](https://support.expensepoint.com/migrated/overview#receipt-management) - [ Manage Expense Reports ](https://support.expensepoint.com/migrated/overview#manage-expense-reports) - [ Approval Workflow and Policies ](https://support.expensepoint.com/migrated/overview#approval-workflow-and-policies) - [ Reporting and Analytics ](https://support.expensepoint.com/migrated/overview#reporting-and-analytics) - [ Advanced Settings ](https://support.expensepoint.com/migrated/overview#advanced-settings) - [ Add-On Features ](https://support.expensepoint.com/migrated/overview#add-on-features) - [ Support and Assistance ](https://support.expensepoint.com/migrated/overview#support-and-assistance) - [ User ](https://support.expensepoint.com/migrated/user) - [ Expense Manager ](https://support.expensepoint.com/migrated/user#expense-manager) - [ Submitters and Approvers ](https://support.expensepoint.com/migrated/submitters-and-approvers) - [ Profile ](https://support.expensepoint.com/migrated/submitters-and-approvers#profile) - [ Expense Manager ](https://support.expensepoint.com/migrated/submitters-and-approvers#expense-manager) - [ Approver ](https://support.expensepoint.com/migrated/submitters-and-approvers#approver) - [ Admins and Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting) - [ Transaction Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#transaction-manager) - [ User and Group Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#user-and-group-manager) - [ Workflow Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#workflow-manager) - [ Settings Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#settings-manager) - [ Policy Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#policy-manager) - [ License Administrator ](https://support.expensepoint.com/migrated/admins-and-accounting#license-administrator) - [ Automation Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#automation-manager) - [ Xporter ](https://support.expensepoint.com/migrated/admins-and-accounting#xporter) - [ Analysis Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#analysis-manager) - [ Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting#accounting) - [ Help Docs ](https://support.expensepoint.com/migrated/help-docs) - [ Mobile App ](https://support.expensepoint.com/migrated/help-docs#mobile-app) - [ Knowledge Center Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos) - [ English Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos#english-videos) - [ Vidéos en français ](https://support.expensepoint.com/migrated/knowledge-center-videos#vidéos-en-français) # Workflow Manager The **Workflow Manager is a** versatile tool that help organizations automate, optimize, and streamline their **Expense Reports **processes. It also helps organizations enhance productivity, reduce errors, and improve collaboration and communication among team members.  **Approval Workflows **ensure that all Expenses incurred by employees are reviewed and approved according to the organization's policies and compliance requirements.   **Roles** play a crucial role in the **Approval Workflow**. Designated **Roles **review and **Approve** or **Reject** expenses submitted by their team members. This oversight ensures that managers are aware of their team's spending and can make informed decisions about budget allocation.  The **Workflow Manager** allows you to create, modify or delete user **Roles**, as well as create/modify or delete the **Conditions** for these **Roles.**  To get to the** Workflow Manager**, tap on it from the top menu of the** ExpensePoint™ **App.  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-10-56-38-9307-PM.png?width=650&height=85&name=undefined-Dec-31-2023-10-56-38-9307-PM.png) The** Workflow Manager** includes 2 main sections:  - **Approval Roles** section with the approval roles list   - **Approval Conditions **with the approval conditions list  ![A screenshot of a computer Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-10-56-47-3280-PM.png?width=662&height=747&name=undefined-Dec-31-2023-10-56-47-3280-PM.png) You may select any of the **Roles **or **Conditions** to perform any actions with them.  On the left side of the navigation menu the **Workflow Manager** includes:  - Role Tasks  - Condition Tasks  The **Role **tasks will allow you to:  - Add New Role  - Modify Role  - Delete Role  ![A screen shot of a phone Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-10-56-55-3081-PM.png?width=252&height=144&name=undefined-Dec-31-2023-10-56-55-3081-PM.png) The **Condition Tasks** will allow you to:  - Add New Condition  - Modify Condition  - Delete Condition  ![A screen shot of a phone Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-31-2023-10-57-05-9823-PM.png?width=251&height=141&name=undefined-Dec-31-2023-10-57-05-9823-PM.png) The **Workflow Manager** is especially helpful in a situation where someone is on vacation, you have the option to temporarily replace them as an** Approver** with another individual who can handle report approvals in their absence. Once the vacationer returns, you can swap out the **Temporary Approver** and reinstate the **Original User**. This process is more convenient than recreating the entire **Workflow** for the temporary substitute.    Watch the video below about the **Workflow Manager**.