Expense claims approval workflow

Seamless oversight of expense claims from submission to finance approval

The diagram below walks through the approval workflow in Accountability. There are two transactions involved:  (1) the Expense Claim and (2) the payable Supplier invoice.

The process starts with the employee submitting an expense claim. The transaction is then routed to the Expense Claim Manager(s).  An Expense Claim Manager can be defined at one of the following levels: Company, Office, or Employee.

1. If the Expense Claim Manager rejects it, the employee is notified. The employee can then make the required changes and re-submit the expense claim.
2. When the Expense Claim Manager approves the expense claim, Accountability automatically creates a corresponding supplier invoice and submits it.  
3. If Supplier Invoice Manager Approval is not enabled, the invoice is routed to the Finance approver, which is the final approver. This action automatically posts the supplier invoice in the Payables account.  
   
   If Supplier Invoice Manager Approval is enabled, the invoice is routed to the Supplier Invoice Manager.  A Supplier Invoice Manager can be defined at one of the following levels:  Client, Job, or Task Type.
4. If the Supplier Invoice is rejected, the Expense Claim Manager has two options:
   1. Reject the original expense claim back to the employee, or
   2. Edit the draft supplier invoice and re-submit it for approval
5. Once the supplier invoice is Manager Approved, it is routed to the Finance approver for final approval.