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The Expense Report template is a  workflow that routes from an employee to his/her manager for approval and optionally the CFO if the PO is greater then $2,500. Finally, it routes to Finance for payment.

Employee > Manager > CFO (conditional) > Finance

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

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Install and try out the Expense Report template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above.

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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.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image Modified New icon.
  3. Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  4. Click the Image Modified Edit icon on the Space Home page. 
  5. Click the Image Modifiedicon to hide the left panel.
  6. Click the Image Modified save and exit icon to save the changes to your space.
  7. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  8. Logout of the f_designer account.

Use Template

Click each step below to expand it.

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titleStep 2. Manager
  1. Check your email and click on the link to the space above or simply go to the URL you copied in Step 3 of the installation above.
  2. Login as f_jerry@<replace with your tenant id>.
  3. Select Important Items > Task List. You should see the Purchase Order Expense Report created above.
  4. Click the  Perform icon.
  5. Review the order expenses (you cannot edit itchange them), enter a Comment and Sign it.
  6. Click the Send to Client Finance button and logout.
  7. The workflow is routed to the Client email address you entered above.the CFO assuming the Grand Total above is greater than $2,500.
    1. If the total is less than $2,500, the CFO step will be skipped and the workflow will route straight to Finance for payment.
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titleStep 3. ClientCFO (conditional)
  1. Check your email and click on the link to the space above or simply go to the URL you copied in the email. If you do not receive an email, make sure that the Grand Total was less than $10,000.
  2. The Purchase Order will show up immediately. You do not need to login.
  3. Review the information, accept the PO, sign and click Send to frevvo Inc.
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titleStep 4. View final PDFs sent in email

Two separate emails are generated when the workflow ends.

  1. The Salesperson (Tom) receives an email with the PO attached.
  2. The Client receives a different email with the PO attached as a receiptStep 3 of the installation above.
  3. Login as f_ed@<replace with your tenant id>.
  4. Select Important Items > Task List. You should see the Expense Report created above.
  5. Click the Image Added Perform icon.
  6. Review the expenses (you cannot change them), enter a Comment and Sign.
  7. Click the Send to Finance button and logout.
  8. The workflow is routed to Finance for payment.
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titleStep 4. Finance
  1. Check your email and click on the link to the space above or simply go to the URL you copied in Step 3 of the installation above.
  2. Login as f_sue@<replace with your tenant id>.
  3. Select Important Items > Task List. You should see the Expense Report in your task list.
  4. Click the Image Added Perform icon.
  5. Enter payment details in the Finance section and sign it.
  6. Click the Finish button and logout.
  7. The workflow is now complete.

 

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titleStep 5. View PDFs sent in email

The employee (Tom) will receive an email when the workflow ends. The email will have the Expense Report PDF attached for reference.