Expense Management Quick Start

This is a workflow example, designed to help you get off to a fast start.
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

Visit our Knowledge Base for guidance https://www.process.st/help/

✏️ Record Details of the Expense Request

Select Approver

✔️ Expense Approval:

Add Details to Expense Account

Reimburse Expenses & Notify Employee

✏️ Record Details of the Expense Request

This is a task, one of the actionable steps in your workflow.

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️

Employee first name

Employee last name

Date expenses submitted

Details of your expense request

Description of expenses

Total value of expenses (USD)

Receipt 1

Receipt 2

Receipt 3

Select Approver

The next task is an Approval task which allows you to request sign-off of information collected in the previous task in your workflow. Select a team member below to assign them to that task.

✔️ Expense Approval:

✏️ Record Details of the Expense Request

Will be submitted

Add Details to Expense Account

Add the details of this expense claim to whichever software you are using to track company finances.

⚡ You could set up an integration to have these details pushed through automatically from Process Street to your software of choice, for example Google Sheets or Excel.

Reimburse Expenses & Notify Employee

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow.

Have the expenses been paid out to the employee?

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