Finance & Tax App Template

Expense Approval Workflow

Triage expense claims to the accounts team and facilitate
the approval workflows across different stakeholders
Triage expense claims to the accounts team and facilitate the approval workflows across different stakeholders
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Key Features

  • Intuitive User Experience

    Uses SSO and an easy-to-use interface to empower any employee to create and lodge expense claims.

  • Intake & Triage

    Acts as a triage door for the Accounts team for some expense claims by requiring the approval of a nominated person/team.

  • Approval Workflows

    Lodges expense claims and send it to the Accounts team and creates Jira cards automatically.

Benefits

  • Increase productivity by doubling monthly assessment volumes

    The easy to use, automated interface empowers employees to efficiently lodge expense claims and quickly triages these claims to the accounts team for quick approval.

  • Decrease time spent on expense claims by removing manual back and forth communications

    On average employees will spend 1.5 hours less per assessment, creating room for higher productivity and efficiency.

  • Reduce salary costs by reducing time spent on assessing and approving claims

    Less time spent on one claim and more productive outcomes saves the company significant salary costs (Almost $600,000 per year based on previous client data).

How Does Checkbox Automate This?

1. Capture expense claims using self-serve dynamic smart forms

Collect all the information you need needed to lodge expense claims and triage them to the relevant stakeholders.

2. Facilitate the relevant approval workflows

Automatically trigger approval workflows and assign them to the correct people. These can be conducted back-to-back or in parallel.

See It Live Now

Access our App Template or request a free personalised demo today
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Checkbox is a multi award-winning platform that enables users to build their own solutions using only drag and drop. Solutions built on Checkbox are used to streamline manual expert processes or create business-facing, self-service applications. These applications can be used to automate advice, digitise approval workflows, conduct weighted risk assessments, facilitate intake and triage, and generate documents and notifications.

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