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 below Product FAQ and Technical Troubleshooting FAQ before sending email with an technical question.

Product FAQ

  • Where app data is stored?

  • How to pin app to the SharePoint menu?

    After successful installation, app is located on the SharePoint Site Contents. If you use modern view in Site Contents, please temporarily switch to classic view by click on "Return to classic SharePoint" in the bottom-left corner (image below)
    PinApp1

    Step 1) Click right mouse button on app icon area, afterwards click "Copy link address" (name of this option might be different depends on the browser)
    PinApp2

    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    PinApp3

  • How to assign regular User role?

    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.

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • How can I extend my trial period?

    We cannot extend trial period remotely, because app is SharePoint-hosted and our company doesn't have access to the customer's SharePoint env., however you can uninstall an app and install it again to "reset" 14-day period. (this operation removes all app data and configuration).