Once a receipt is [Submitted], the expense report status changes to 'Not Submitted', and when creating an expense report, the system automatically recommends the most appropriate report form.
Use this when you need a separate 'expense report' after submitting a receipt because the amount is too large. Team members can easily see whether an expense report is needed for a given receipt and which form to use, without any confusion.
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💡 How Does It Work? (Process Flow)
Step 1. Admin: Set Up Automation Rules
In the 'Automation Management' menu, set conditions that require pre-approval, such as high-value payments. Select ['Expense Report Required'] as the action type and connect the appropriate report form.
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Step 2. System: Evaluate Rules When a Receipt is Submitted
The moment a team member finishes filling out a receipt and clicks [Submit], the system checks whether this receipt requires an 'additional expense report'.
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Step 3. Team Member: Check Submission Status and Expense Report Status
Since there are no violations or blocks, the receipt submission completes smoothly.
At the same time as submission, the expense report [Write] button appears prominently in red on the team member's screen. This makes it intuitively clear: "Oh, I need to write an expense report for this receipt!"
You can zoom in on the images by increasing the zoom level of your current browser, or click the images to view them larger.Additionally, on the admin screen, the expense report status for that receipt is shown as 'Not Submitted', making it easy to identify entries that still need an expense report at a glance.
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Step 4. Team Member & Admin: Quickly Write a Report Using the Recommended Form
When a team member clicks to write an expense report for the receipt, the system automatically recommends the 'appropriate form' that the admin has pre-configured.
You can zoom in on the images by increasing the zoom level of your current browser, or click the images to view them larger.Team members can finish writing quickly without struggling to find the right form, and admins can receive neatly connected documents with the receipt and expense report as one set. (💡 Note: If the connected form is 'hidden/deleted', it will not be recommended, so please be careful!)
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