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Expense Claim The purpose of this sample is to help a user complete an expense form and submit it for approval. Within the Captaris Workflow
administration relationships can be defined to enable automatic routing of the expense claim to the appropriate individual
for approval before being routed to Finance for payment. To complete the workflow the employee confirms that payment for the
approved expense claim has been received. Using workflow with integral expense forms eliminates the need to email expense
claims as attachments, which need to be managed as separate documents. Captaris Workflow manages the expense information in
a database that can be connected to other applications, such as accounts payable, to streamline the reimbursement process.
Employees, managers and the Finance group can easily check on the status of an expense claim using the graphical workflow
interface and ensure that the employee acknowledges receipt of the payment to complete the process.
Business Benefits
- Eliminates need to manage expense reports as separate documents
- Workflow streamlines the process since it can be integrated with accounts payable systems
- Graphical interface saves time in checking on the status of an expense claim without emailing or phone calls
- Workflow ensures completion of the expense claim process by requiring employee confirmation of payment
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