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The Travel Authorization and Reimbursement template is a  workflow that's used by employees to request authorization for expenses prior to travel and then to reconcile actual expenses before submitting for payment. If actual expenses exceed estimated expenses, the workflow will obtain additional approval.

Employee > Trip > Estimated Expenses > Manager/Dept Head > Actual Expenses > Manager/Dept Head (conditional) > Finance.

The video at right (coming soon) guides you through installing and using this template or you can follow the steps below.

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Install and try out the Travel Authorization & Reimbursement template in less than 10 minutes. Follow the Tutorial Video (coming shortly) by clicking on the image above.

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Expand
titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  • Make sure you have deployed your workflow at the end of Step 2 above.
  • Click the Spaces link at left. Click the Image RemovedNew icon.
  • Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  • Click the Image Removed Edit icon on the Space Home page. 
  • Click the Image Removedicon to hide the left panel.
  • Click the Image Removed save and exit icon to save the changes to your space.
  • Click the Image RemovedShare icon. Copy the share URL for your space and save it.
    • Logout of the f_designer account.
    Insert excerpt
    Create Space
    Create Space
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    Use Template

    Click each step below to expand it.

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