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Expense management for Creatio

Automate your expense management with inbuilt expenses approval and expenses settlement process workflows

Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    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.

    Expense management for Creatio

    For any further customisations on Expense management for Creatio, please reach out support@agiliztech.com.

    Support conditions

    To keep this app free of charge support is provided only by email.

    Terms & Conditions

    Product compatibility
    Sales (team)
    Sales (enterprise)
    7.16 and up
    Any supported DBMS
    .Net Framework
    Guides and manuals

    1. Provide Roles to users. Go to the "System designer" >  "System users", provide roles to users as per below:

    • Expense Users: This role can be allocated to an employee who will create expenses in Creatio;
    • Expense Approvers : This role should be given to employee’s manager who will be approving expenses in the system;
    • Financial Approvers: This role can be allocated to the finance team finally settling the expense in the system.

    2. Update System settings (if need to change). Go to the "System designer" > "System Settings":

    • update the "Expense Code Mask" setting - prefix and the number series for naming account number;
    • update the "Expense Last Number" setting - number to start your expenses number (by default it is ‘0’).

    Leave your feedback about the solution to its developer and Marketplace team