Administration

Approval Workflow: The application features an approval workflow for every expense. By default, the admin of the application serves as the first-level approver, and the Finance team acts as the second-level approver for expenses.

To add a new workflow, click the "+ New Approval Workflow" button.

To add an approval workflow, fill in the columns.

Click the "Add Approver(s)" button to select an approver.

In this feature, you can select single or multiple approvers to approve an expense. You have the option to choose an approver by their name, their role, the user's manager, or the user's manager's manager.

You can add the next approver by clicking the "Add Next Level" button.

The approval workflow appears in the Active window. To move this workflow to the Inactive window, click the "Edit" button and change the status from Active to Inactive.

Expense Type: In the expense type section, you will find a list of expense types along with their descriptions. You can also search for specific expenses using the search bar option.

When you click the 'Add' button, you will see options to select the expense type and add expenses in bulk.

By clicking the 'Expense Type' button, you can enter the expense type and description. Additionally, you have the option to set the status to 'Off' if needed.Then Save it.

By clicking on 'Add Bulk,' you can upload files and download a sample file for reference.

Projects:

In the 'Projects' section, you can add your project, assign a manager, provide a description, and allocate a budget.

Clicking the 'Add' button will present two options: 'Add Project,' where you can create a new project, and 'Add Bulk,' for bulk actions.

To add a new project, click the 'Add' button. You will be prompted to enter the project name, manager, description, and budget. After filling in the details, click 'Save' to save your project.

Clicking 'Add Bulk' allows you to upload files and download a sample file.