Expense Approval Workflow
the approval workflows across different stakeholders
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.