Update: Automated workflows is now Task Automation. An updated version of this article can be found here.


Key functionalities:

  • The Automated workflow feature allows employees to automate the process of report submission.

  • The workflow can be set up to submit reports daily, weekly, or monthly.

Auto-submit Report:

  • All employees can set up a workflow to automatically submit reports.

  • Go to your Profile Settings by clicking on the arrow next to your name in the top right corner of the app.

  • Go to the Automated Workflows tab from the navigation bar on the left.

  • In the Auto-submit Report section, select the frequency at which reports should be automatically generated and submitted - daily, weekly, or monthly.

  • Click on Save to save the workflow.

  • Now based on the frequency set, all expenses without any flags/issues will be grouped into a report and submitted automatically.

(If you're an Approver, click here to learn how Automated Workflows can be used to automate report approval.)



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