When you’ve created and published a process app, it can be used to request a new expense for approval
- Click the Expense Approval app on your dashboard then click Start.
Complete the requested information and click Start Process to submit
the new expense.
The Processes page now shows the new expense approval request. From here you can add comments or cancel the process.
If you click Show diagram you can see the current status of your expense claim. The active user task is highlighted in green to indicate it's at review stage. Click Close to go back to the claim.
Click Review under Active Tasks to review the claim.
Note: This would usually be done by a user with the required approval level.
Click Approve to complete the task.
This completes the claim as it is now at the end of the process flow.Note: To review completed tasks click the Processes tab, then click New Filter and select Completed as the Process State.
You can click Audit Log to download a PDF audit report. The template used for the Audit Log is part of the configuration settings and can be customized to your specific needs.