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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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title | Step 2. Upload the Expense Report Template |
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- Click this link to download the template and save it (ExpenseReport_app.zip).
- Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
- Click the
Image Removed Upload Image Added Upload icon at the top of the Applications page. - Leave all checkboxes unchecked and upload the ExpenseReport_app.zip file.
- Click the Edit button for the Expense Report application that was created and click the Flows button at left.
- Click the
Deploy Deploy icon for the Expense Report workflow.
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Use Template
Click each step below to expand it.
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- 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.
- Login as f_sue@<replace with your tenant id>.
- Select Important Items > Task List. You should see the Expense Report in your task list.
- Click the
Image Modified Perform Perform icon. - Enter payment details in the Finance section and sign it.
- Click the Finish button and logout.
- The workflow is now complete.
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