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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 2. Upload the Expense Report Template
  1. Click this link to download the template and save it (ExpenseReport_app.zip).
  2. Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
  3. Click the Image Removed Upload Image Added Upload icon at the top of the Applications page.
  4. Leave all checkboxes unchecked and upload the ExpenseReport_app.zip file.
  5. Click the Edit button for the Expense Report application that was created and click the Flows button at left.
  6. Click the  Deploy Deploy icon for the Expense Report workflow.
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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 Removed New Image AddedNew 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 Removed Edit Image AddedEdit icon on the Space Home page. 
  5. Click the Image RemovedImage Addedicon to hide the left panel.
  6. Click the Image Modified save 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 3. 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 Modified Perform 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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