After an employee has entered his or her expenses in Declaree and is to submit a report, the workflow is started and the report is submitted to the pre-defined approver. There are multiple ways to setup a workflow. The default workflow is a stepwise method which first submits the report to a manager and, after approval, automatically forwards it to a Financial administrator, who then conducts the final approval. It is also possible to use a project-based workflow or entirely customize the workflow based on your organization’s rules and regulations.
Versatile Workflow Engine
Use certain expenses’ characterstics to appoint the approver. Declaree’s Workflow Engine is highly versatile and can be used to implement a workflow based on your organization’s rules and regulations. Multiple checks can be defined per action (e.g. submitting a report) to define who the next approver of a specific expense report should be.
Does your organization use projects to categorize costs? Use a project-based workflow to submit project expenses to the correct project manager. One or multiple project manager(s) can easily be added.