Understanding the Expense Claim Workflow

Understanding the Expense Claim Workflow

January 4, 2018 Understand the Form

Overview

Expense Claim Workflow is the setting for the approval of expense claim submission.

Fields Detail

Label Mandatory Help
Workflow Yes Name of the workflow.
Applicable No Select the applicable office or person for this workflow.
Default No Select this for the default workflow of the company.

Workflow Steps

Label Mandatory Help
Status Yes Name of the workflow step.
Assigned To Yes Select the applicable approver for this step.
Applied When Amount is Greater Than No Set an amount where this step needs additional approver.
Set 0 or this step must need an approver.

Access Control

Role Access
Employee
Manager
Administrator Create, Read, Update, Delete

About the author

William Beh: