Approve Expenses

Overview

This workflow can be used to approve or reject expense sheets.

84KB

Approve Expenses Cloud.pdf

pdf

Approve Expenses Inbox

• All expenses in status Confirmed that the user has access to according to the HR position structure will be visible

• Code to only show direct subordinates can be enabled in the inbox query

Review Expense Details

• Review expense details

• Approve or Reject expenses

• Review attached document with receipts in pinned user step

Approve Expense

• Approve will change the expense sheet status to Approved

Reject Expense

• If an expense is rejected the status will be changed to Preliminary

• The document connected to the Expense Sheet header with receipts will be deleted

• The user have the option to send an rejection email to the employee attached to the expense sheet

  • The email address is fetched from "Person/Communication Method" in IFS Cloud or you can manually set the email

  • Add a message to the employee with reason for the rejection