Expense Claim Management SmartStarter

  • 2 March 2016
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K2 SmartStarters provide  preconfigured apps to streamline your processes,  built to help you work smarter and get business done faster .

 

Tired of spending hours each week reviewing and approving expense claims? This app includes a rules based multi-level review and approval cycle to automate your expense claims process.

 

In the Expense Claim Management SmartStarter, the workflow captures the initial request form, completed by an employee and assigns a task to his or her manager as configured in Active Directory. If the initial approval is successful and the total amount being claimed is more than $5000, another task is assigned to the Finance Manager. If all required approvers accepted the claim, the Finance Department will be assigned a task to process the reimbursement.

 

 

SmartStarters are created on standard K2 artifacts and available to you to use as is or modify. Please Note: SmartStarters are only available to users with a valid K2 Portal account (customers or partners).

 

Please Click "Download All Files" to accept the EULA and access the Expense Claim SmartStarter download location and related documentation that explains how to set up and administer


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