Expense Approval System

Simple, affordable and flexible

Overview

The Expense Approval System is a simple expense management software system, that streamlines and automates the workflows associated with creating, approving and controlling expense claims.

Approval Workflow

The Expense Approval System workflow contains four "states": Draft, Pending Approval, Approved and Rejected.
Please see below for a step by step guide to completing the expense approval process.



1. A user creates a new expense approval request.
2. The user submits the request for approval ("Send to approve" button).
3. Before approval of the expense request by an approver, the user can make changes to the expense request form.
4. The approver receives an email notification of the request and reviews the expenses.
5. The approver approves or declines the expense approval request.
6. If the approver approves the expense approval request, the process is complete.
7. If the approver rejects the expense approval request, the user must edit and resubmit the request, until the approver gives final approval.

Quick steps to start using Expense Approval System

As Administrator:
1. Configure Dictionaries (section Administration->Dictionaries)
2. Configure display settings (section Administration->Settings)
3. Assign Manager and Administrator roles (section Administration->User Roles ). There is no need to assign regular User role, because this role is given by default -every user with access to the Sharepoint parent site (where the app is installed) also has access to this app as regular user.

As Regular User:
1. Click "Create new" tile on the main page and submit request.

Support

If you have any question or issues, please email us at apps@ivero.net

Please read the Technical Troubleshooting FAQ before sending email with an technical question.