14.4.4. Setting up Expense Workflow

Setting up the Workflow of an expense involves configuring the Routing and Communication options. Routing is the process of selecting the users to whom expense reports are submitted automatically; there is also an option to submit expense reports manually. The user who receives the expense reports has three communication options to notify the users about the result of the submission:

The status of the submitted expense report can be seen in the user's inbox.

To setup Workflow Routing for Expense:

  1. Click HRM > Expense > Admin > Workflow.

  1. Select the User and click Setup.

  1. In the Setup Workflow screen, select the Type of Routing and a Communication Option and click Save.