Workflow Manager

The Workflow Manager is a versatile tool designed to help organizations automate, optimize, and streamline their expense reporting processes. It enhances productivity, reduces errors, and improves collaboration and communication among team members.

Approval Workflows

Approval Workflows ensure that all employee expenses are reviewed and approved in accordance with the organization's policies and compliance requirements. This helps maintain oversight and control over spending.

Roles are central to the Approval Workflow. Individuals designated specific roles review and either 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.

Navigating the Workflow Manager

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 access the Workflow Manager, select it from the top menu of the ExpensePoint App.

The Workflow Manager consists of two main sections:

• Approval Roles: Displays a list of approval roles.
• Approval Conditions: Displays a list of approval conditions.

You can select any role or condition to perform actions on them.

On the left side of the navigation menu, the Workflow Manager includes:

• Role Tasks:
  • Add New Role
  • Modify Role
  • Delete Role
    
• Condition Tasks
  • Add New Condition
  • Modify Condition
  • Delete Condition
    

Temporary Approver Feature

The Workflow Manager is particularly useful when an approver is on vacation. You can temporarily assign another individual to handle report approvals in their absence. When the original approver returns, you can easily remove 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 for a visual walkthrough of the Workflow Manager.