Expense approval

EmployeeFinance departmentStart
Complete expenses form
Choose or create category
Send to line manager for approval
Choose or create category
Line manager
Review employee expenses form
Choose or create category
Ask employee to make changes and resubmit
Choose or create category
Approve or request changeSend to finance forprocessingMessage
Review expenses form
Choose or create category
Reject
Process expenses claim
Choose or create category
Send paymentconfirmationApprove / rejectapprovereject

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Name
Expense approval
Description

The management approval process details a typical expense approval, starting from employee request to manager and finance department approval.

  1. Employee completes and submits expenses form to the line manager.
  2. The line manager reviews the expenses form to either approve or reject. If the expenses form is rejected, the request is sent back to the employee to modify the dates for them to re-submit for further approval.
  3. Upon approval from the line manager, it is sent to the finance department to review.
  4. If the expenses form is rejected, an email notification is sent to the employee / line manager for further action.
  5. If the expenses form is accepted, it is processed accordingly and a payment notification is sent to the employee.

Source: https://www.codelessplatforms.com/blog/approval-process-flow/

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