Finance & Tax App Template

General Expense Requests

Enable self-service of resources related to general queries for the accounts team
Enable self-service of resources related to general queries for the accounts team

Key Features

  • User Self-service

    Provide an intuitive tool for any business user to log a general accounting query.

  • Approval Workflows

    Automatically categorize the types of requests to make informed strategic business decisions. Notify the correct staff to review and action the request.

  • Dashboards

    Leverage a centralized dashboard to view all requests, uploaded documents, and status of the request.

Benefits

  • Focus on high-value work

    Minimize the time required to collect information related to the general expense request.

  • Effortlessly re-use data in downstream systems

    Avoid re-key inefficiencies by automatically storing data and documents in third-party document management or accounting systems.

  • Gain analytics

    Oversee all requests from the business to make informed business decisions, including resource allocation and process improvements.

How Does Checkbox Automate This?

1. Allow employees to access the tool to submit general expense requests from their company portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Enable self-service for requests which don't require approvers

In-built business logic points business users to the appropriate resource or approver.

3. Streamline the approval process

Automate the request for approval and any email reminders which prompt users.

4. Centrally track progress and view data using dashboards

Gain data across all requests submitted, view their real-time status and send reminders from one location.

5. Automatically route data and documents to third-party systems

Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.

See It Live Now

Access our App Template or request a free personalised demo today