App Template
Eliminate the risk of time-sensitive approvals getting lost in email inboxes, reduce delays in manager approvals, and give employees back valuable time in their day with simple, streamlined experiences for managing expenses.
Make complicated and time-consuming actions easier and quicker to complete.
The expense approval app accelerates individual expense report cycles to improve the overall accuracy of finance reporting. The Expense Approvals app enables your organization to view and complete expense approvals right from within Workgrid.
Approvers receive the following notifications:
Expense report approval request, which enables approvers to view receipts, approve or reject the request, and add a comment.
Expense report approval reminder, nudging approvers of expense reports awaiting action for more than 7 days.
All app features can be modified for your preferences. For records that exist prior to installing this app, notifications will begin surfacing as of the second change to the record.
The Expense Approvals app was designed with the ChromeRiver API v3.0.
This app template may be customized for alternate integrations using Workgrid's no-code builder.
For the best user experience, please ensure that your expense reports include these fields, or modify the template to make it work for your organization.
Endpoints:
GET /v3/expense-reports
GET /v3/expense-reports/{reportId}
GET /v3/expense-reports/{reportId}/line-items
POST /v2/expense-reports/{reportId}/return
POST /v2/expense-reports/{reportId}/approve
For more information please visit: ChromeRiver Documentation
