{"id":25795,"date":"2021-03-11T11:27:33","date_gmt":"2021-03-11T11:27:33","guid":{"rendered":"https:\/\/www.process.st\/templates\/expense-management-quick-start\/"},"modified":"2024-02-29T03:42:36","modified_gmt":"2024-02-29T03:42:36","slug":"expense-management-quick-start","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/expense-management-quick-start\/","title":{"rendered":"Expense Management Quick Start"},"content":{"rendered":"<section id=\"record-details-of-the-expense-request\">\n<h2>\u270f\ufe0f Record Details of the Expense Request<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n3O43_CEbqzAq8seiDtBBg.png\" alt=\"\u270f\ufe0f Record Details of the Expense Request\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n3O43_CEbqzAq8seiDtBBg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a> <strong>This is a task, one of the actionable steps in your workflow.&nbsp;<\/p>\n<p><\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2b06\ufe0f<\/a> <strong>When you edit a workflow, you can<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>assign tasks<\/strong><\/a><strong> to other users, give them a<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-due-dates\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>deadline<\/strong><\/a><strong> to be completed by,<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>pause<\/strong><\/a><strong> the workflow run at this point, or change who can see this task by adjusting the<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\" target=\"_self\" rel=\"nofollow noopener\"> <strong>permission<\/strong><\/a><strong> settings<\/strong><a href=\"https:\/\/emojipedia.org\/up-arrow\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u2b06\ufe0f<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee first name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date expenses submitted <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Details of your expense request<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Description of expenses <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Total value of expenses (USD) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Receipt 1 <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Receipt 2 <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Receipt 3 <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"select-approver\">\n<h2> Select Approver<\/h2>\n<div class=\"text-content\">\n<p><strong><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"> <\/a>The next task is an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approval task<\/a> which allows you to request sign-off of information collected in the previous task in your workflow. Select a team member below to <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign them to that task<\/a>.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"expense-approval\">\n<h2>\u2714\ufe0f Expense Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">\u270f\ufe0f Record Details of the Expense Request<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"add-details-to-expense-account\">\n<h2> Add Details to Expense Account<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\">Add the details of this expense claim to&nbsp;whichever software you are using to track company finances.&nbsp;<\/p>\n<p class=\"style-warning\"><strong><a href=\"https:\/\/emojipedia.org\/high-voltage\/\" rel=\"nofollow noopener\" target=\"_blank\">\u26a1<\/a> You could set up an<a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow noopener\" target=\"_blank\"> integration<\/a> to have these details pushed through automatically from Process Street to your software of choice, for example <a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Sheets<\/a> or <a href=\"https:\/\/zapier.com\/apps\/process-street\/integrations\/excel\" rel=\"nofollow noopener\" target=\"_blank\">Excel<\/a>.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"reimburse-expenses--notify-employee\">\n<h2> Reimburse Expenses &amp; Notify Employee<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This task uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in your workflow, so that they can be viewed or used elsewhere in your workflow.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have the expenses been paid out to the employee? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? Click the help button \u2198\ufe0f or <a href=\"http:\/\/calendly.com\/process-street-cs\/process-street-process-pro\" rel=\"nofollow noopener\" target=\"_blank\">book a time to talk<\/a> with one of our Process Pros.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>\u270f\ufe0f Record Details of the Expense Request This is a task, one of the actionable steps in your workflow.&nbsp; \u2b06\ufe0f 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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":25796,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"5","template_description":"This is a workflow example, designed to help you get off to a fast start. \n1) Click Run to see it in action\n2) Click Edit to customize it\n3) Set up integrations\/Automations\n\nVisit our Knowledge Base for guidance https:\/\/www.process.st\/help\/","template_id":"oxRX4hpGdjaVF09xRxJAgA","task_0":"\u270f\ufe0f Record Details of the Expense Request","task_slug_0":"record-details-of-the-expense-request","task_1":"Select Approver","task_slug_1":"select-approver","task_2":"\u2714\ufe0f Expense Approval:","task_slug_2":"expense-approval","task_3":"Add Details to Expense Account","task_slug_3":"add-details-to-expense-account","task_4":"Reimburse Expenses &amp; 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