In the “Expense Approval” process, the requester initiates by submitting expenses and documents. An approver evaluates requests, expenses are processed and verified, and predefined actions progress. Automatic approval eligibility is determined, followed by confirmation and notification of approval, as well as alternative paths for further review and rejection.
Feature List
Our advanced template converts scanned images into actionable data, enabling you to effortlessly track and manage expenses. Here is a summary of the features available in this template:
- Convenient request submission: Users can submit an expense approval request by submitting an image or photo through a provided link, eliminating the need to log in to a portal.
- Intelligent document processing: Our system automatically extracts all the required information from the expense slip, avoiding any manual data entry.
- Time-saving auto-approval: Simple requests are automatically approved, saving valuable time. More complex requests can be escalated for further review.
- Effective communication: Keep all process participants informed by sending email notifications, ensuring that everyone stays up to date.
