Custom Expense Request: Manager Approval
Sense can provide a customisable web-based expense request screen and send each submission to the employee's manager for approval. It is separate from the main mobile Expenses feature.
How it works
A custom expense form can still use a defined manager approval path.
1
Submit expense record
Employee submits a custom expense record.
2
Route to manager
Sense routes the request to the manager.
3
Manager approves or declines
The manager approves or declines it.
4
Record outcome
Sense records the outcome against the custom expense data.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Employee submits a custom expense record.
What happens at the end of the workflow?+
The final documented step is: Sense records the outcome against the custom expense data.
Who is involved?+
The documented participants are Employees, Managers.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.