Expense management for Creatio allows you to automate your expense management with inbuilt expenses approval and expenses settlement process workflows.

Use cases:

• Using expense management add-on, sales manager will be able to submit expenses incurred during their sales visits and submit to their manager for approval.
• Manager will be able to review, approve or reject the expenses raised. Finance team can settle the expenses approved by the Sales manager.

Key features:

• allow users to create expenses and submit it for managers approval on a Lead / Opportunity / Account / Activity;
• predefined standard categories and subcategories of expenses;
• manager can review expenses and select valid expenses in the system to approve;
• automatic calculations of the total expense and approved expense amount;
• notifications for approval are sent to the respective users;
• expense reports can be downloaded from the "Print" button;
• visualize dashboards for all roles – Users, Approvers and Financial Settlers.

The expense management add-on can be extended to customise according to each sales organisations and unique processes.