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Expense management for Creatio allows you to automate your expense management with inbuilt expenses approval and expenses settlement process workflows.
The expense management add-on can be extended to customise according to each sales organisations and unique processes.
To keep this app free of charge support is provided only by email.
1. Provide Roles to users. Go to the "System designer" > "System users", provide roles to users as per below:
2. Update System settings (if need to change). Go to the "System designer" > "System Settings":
For any further customisations on Expense management for Creatio, please reach out support@agiliztech.com.