| \n\nTable label \\[name\\]\n\n | \n\nDescription\n\n |
|---|---|
| \n\nBudget definition\\[x\\_<company-code>\\_<expense\\_approval\\_app>\\_budget\\_definition\\]\n\n | \n\nThe description of all budgets.\n\n |
| \n\nExpense request\\[x\\_<company-code>\\_<expense\\_approval\\_app>expense\\_request\\]\n\n | \n\nThe expense requests submitted by employees.\n\n |
| \n\nExpense line item\\[x\\_<company-code>\\_<expense\\_approval\\_app>\\_expense\\_line\\_item\\]\n\n | \n\nEach expense line item in an expense request.\n\n |
| \n\nExperience\n\n | \n\nExperience type\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\nExpense request \\| Default view\n\n | \n\nForm\n\n | \n\nForm to create a new expense request.\n\n |
| \n\nBudget definition \\| Default view\n\n | \n\nForm\n\n | \n\nForm to define budgets for a specified time frame.\n\n |
| \n\nBudget Reviewer\n\n | \n\nMobile experience\n\n | \n\nWay to define what the mobile experience for budget reviewers looks like.\n\n |
| \n\nExpense request \\| Workspace\n\n | \n\nForm\n\n | \n\nForm to create a new expense request.\n\n |
| \n\nExpense request \\| Cost Approval\n\n | \n\nForm\n\n | \n\nForm to create a new expense request from an admin.\n\n |
| \n\nManager\n\n | \n\nMobile experience\n\n | \n\nWay to define what the mobile experience for managers looks like.\n\n |
| \n\nBudget definition \\| Workspace\n\n | \n\nForm\n\n | \n\nForm in the workspace view to define budgets for a specified time frame.\n\n |
| \n\n*App name* - Budget workspace\n\n | \n\nWorkspace\n\n | \n\nWay to configure a high-level view of all budget requests.\n\n |
| \n\nExpense request\n\n | \n\nRecord producer\n\n | \n\nWay for employees to submit an expense request.\n\n |
| \n\nExpense line item \\| Default view\n\n | \n\nForm\n\n | \n\nForm to add an expense line item to an expense request.\n\n |
| \n\nExpense Request SLA \\| Default view\n\n | \n\nForm\n\n | \n\nForm to create an expense request based on a breach of service level agreement \\(SLA\\).\n\n |
| \n\nBudget definition \\| Cost Approval\n\n | \n\nForm\n\n | \n\nForm in the cost approval view to define budgets for a specified time frame.\n\n |
| \n\n*App name* - Manager workspace\n\n | \n\nWorkspace\n\n | \n\nWorkspace where managers can approve or reject the expense requests assigned to them.\n\n |
| \n\nCost Approval Mobile App\n\n | \n\nMobile experience\n\n | \n\niOS or Android app used for the following actions:- Approving or rejecting expense requests.\n- Viewing dashboards that display historical data to compare budget and expense requests.\n- Creating or modifying budgets by budget reviewers.\n\n |
| \n\nCost Approval Workspace - Budget Reviewer\n\n | \n\nWorkspace\n\n | \n\nBudget reviewers can use the workspace for the following actions:- Approving or rejecting expense requests.\n- Creating or modifying budgets.\n- Viewing the data on the budget funds allocated, spent, available, and allocated for the future.\n- Viewing dashboards that display historical data to compare the budget and expense requests.\n\n |
| \n\nWorkflow name\n\n | \n\nWorkflow type\n\n | \n\nDescription\n\n |
|---|---|---|
| \n\nExpense request approved - reviewer\n\n | \n\nEmail\n\n | \n\nNotifies users that an expense request has been approved.\n\n |
| \n\nExpense Request Assigned\n\n | \n\nEmail\n\n | \n\nNotifies users that an expense request has been assigned.\n\n |
| \n\nExpense request - SLA breached\n\n | \n\nEmail\n\n | \n\nNotifies users that a service level agreement \\(SLA\\) has been breached.\n\n |
| \n\nBudget Creation\n\n | \n\nFlow - record\n\n | \n\nExecuted when a budget reviewer creates a budget. It checks the start date of an expense request and associates the request to a budget with corresponding time frame.\n\n |
| \n\nExpense request - SLA- close to due\n\n | \n\nEmail\n\n | \n\nNotifies users that a service level agreement \\(SLA\\) is close to due.\n\n |
| \n\nExpense Request Reassigned\n\n | \n\nEmail\n\n | \n\nNotifies users that their request was reassigned.\n\n |
| \n\nExpense request comment added - Assigned\n\n | \n\nEmail\n\n | \n\nNotifies users about a comment that has been added to their request.\n\n |
| \n\nNew Expense Request or manager approval\n\n | \n\nEmail\n\n | \n\nNotifies users about a new expense request.\n\n |
| \n\nExpense request reject\n\n | \n\nEmail\n\n | \n\nNotifies users that their request was rejected.\n\n |
| \n\nBudget state update\n\n | \n\nFlow\n\n | \n\nUpdates each budget record by priority.\n\n |
| \n\nExpense Request Inserted - Requestor\n\n | \n\nEmail\n\n | \n\nNotifies users that their request was successfully created.\n\n |
| \n\nExpense Request Approved\n\n | \n\nEmail\n\n | \n\nNotifies users that their request was approved.\n\n |
| \n\nExpense request work note added\n\n | \n\nEmail\n\n | \n\nNotifies users a work note was added to their request.\n\n |
| \n\nNotify Team - Work note added\n\n | \n\nEmail\n\n | \n\nNotifies a team that a work note was added to a request.\n\n |
| \n\nExpense request comment added - Employee\n\n | \n\nEmail\n\n | \n\nNotifies users a comment was added to a request.\n\n |
| \n\nExpense Request Rejected\n\n | \n\nEmail\n\n | \n\nNotifies users that their request was rejected.\n\n |
| \n\nBudget Updation\n\n | \n\nFlow - record\n\n | \n\nExecuted when a budget reviewer modifies the budget. After a budget is modified, this flow updates the **Budget** field in the corresponding expense requests.\n\n |
| \n\nNotify Requestor - Comments added\n\n | \n\nEmail\n\n | \n\nNotifies users that a comment was added to a request.\n\n |
| \n\nSLA Notification - Expense Request - warning\n\n | \n\nFlow - record\n\n | \n\nWarns admins about a potential service level agreement \\(SLA\\) issue.\n\n |
| \n\nBudget Approval Process\n\n | \n\nFlow - record\n\n | \n\nExecuted to obtain expense approvals in the following scenarios:- When an employee submits an expense request for the manager's approval.\n- Upon the manager's approval, the expense request is sent to the budget reviewer for the final level of approval.\n\n |
| \n\nBudget Calculations\n\n | \n\nFlow\n\n | \n\nRecalculates the budget spent and the available budget when a budget reviewer performs any of the following actions:- Creates a budget\n- Modifies an existing budget\n- Approves an expense request\n\n |
| \n\nRole label \\[name\\]\n\n | \n\nDescription\n\n |
|---|---|
| \n\nBudget Reviewer\\[x\\_<company-code>\\_<expense\\_approval\\_app>.Budget reviewer\\]\n\n | \n\nBudget reviewers can create or modify budgets and provide the final level of approval on expense requests.\n\n |
| \n\nManager\\[x\\_<company-code>\\_<expense\\_approval\\_app>.Manager\\]\n\n | \n\nManagers can submit, view, and approve or reject expense requests at the first level.\n\n |
| \n\nEmployee\\[x\\_<company-code>\\_<expense\\_approval\\_app>.Employee\\]\n\n | \n\nEmployees can submit and track expense requests.\n\n |
| \n\nAdmin\n\n | \n\nThe System Administrator role. This role has access to all system features, functions, and data, regardless of security constraints.\n\n |