Custom Expense Requests (Admin Approval)
Installing this workflow tells Sense to take every expense claim an employee logs on a custom Expenses screen and send it straight to your Admin team for sign-off. Built for organisations that want a fully customisable expense screen with Admins making the final call.
How it works
Set your Expenses screen then let Sense route claims to your Admin team
To use the Custom Expense Requests (Admin Approval) workflow, simply deploy it from the Workflow Hub, which adds an Expenses screen to each employee's profile that you can adjust in Screen Designer as long as the required fields and screen variants stay in place.
Then, every time an employee adds a new expense record on their Expenses screen (from their web profile or the mobile app's My Profile tile), Sense will automatically notify every Admin by email and give them a to-do to review it, approve it, decline it, or send it back for resubmission.
If an Admin approves or declines it, then the employee gets a confirmation email with any comments, and if it's sent back, then the employee gets a task to edit and resubmit it.
More expenses workflows
See all expenses workflows
Common questions
What kicks this workflow off?
An employee adding a new expense record on their Expenses screen.
Who approves the claim?
Any one Admin. The request goes to the whole Admin team, and a single approval, decline or resubmission request settles it.
What happens if a claim is sent back for resubmission?
The employee gets a confirmation email plus a task to edit and resubmit the request.
Can I run this alongside the mobile Expenses feature?
It's best not to. The two use different data sources, so running both at once can lead to inconsistent reporting.