Improve Expense Report accuracy with Flow template

The Expense Report Flow Template is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

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Take Advantage of a Pre-Built Workflow to Automate Your Business Processes

By automating the Expense Report Flow Template, companies complete routine operations ten times faster and far more accurately. Accounting specialists don’t have to waste their time on repetitive manual routines. Instead, these are done by Bots which can be configured without a single line of code. Check out the benefits you get by automating your workflow with airSlate:

  1. Collect the data you need quickly and accurately.
  2. Control access to sensitive documents and track all changes.
  3. Optimize staff working hours with logic-driven document routing.
  4. Get collected data exported to your CRM without errors and data loss.
  5. Easily collaborate with your team and edit documents in a single workspace.

The Expense Report Flow Template simplifies accounting tasks and helps your team achieve strategic goals faster. Now you have an automated end-to-end workflow at your fingertips, and it doesn't’t require any special knowledge to get started.

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Save an average of 8 hours per week with an automated Expense Report workflow

Spend an average of 10 minutes to complete a Expense Report document

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No-code automation, integrations, configuration and distribution of Expense Report

  • Add additional fillable fields to Expense Report

    Workflow document feature example Workflow document feature example
  • Embed fillable Expense Report in your website or distribute it via a public link

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  • Collect payments for Expense Report

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Expense Report

    Workflow document feature example Workflow document feature example
  • Request attachments for Expense Report from recipients

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  • Integrate Expense Report with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Expense Report

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
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Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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Sure. airSlate has all the required tools and features needed to Expense Report . Just create an account and finish a quick tour around the solution to understand how it works. If it still looks complicated, consider completing a course in the airSlate Academy to learn what workflow automation is and how it works.

No, airSlate is the no-code solution that enables you to Expense Report without a single line of code. If you know the basic principles of programming, it will be your advantage on the step of building workflows, but nothing more. Our solution is available for any user with or without coding skills.

There are three main steps to Expense Report that must be completed: uploading documents, assigning Roles, setting up Bots. After that, you'll be ready to test Template's advantages or disadvantages and share it with others to eliminate the routine and accelerate your workflows.

The average time needed to build a regular Template with several steps is 10-15 minutes. If you want to connect it with CRM systems, allow automatic archiving in a cloud, or indicate many actions for various conditions, the setup process can require 45-60 minutes. However, when you Expense Report , you save much more time with no routine.

airSlate is the solution with its own Automation Academy that includes many valuable materials to explain what workflow automation is, how to implement it into your work, how to Expense Report , and what tools to use. After each course, students must complete tests to prove their learning and receive certificates about training completion.

Of course! You spend much time handling manual processes instead of doing real business. [Keyword] and analyze how the service simplifies and accelerates your job to enable you to concentrate on more creative tasks and devote time to personal growth.

Consider using airSlate. This comprehensive solution includes software robots – Bots – made particularly for monotonous tasks. Don't spend time on routing data or reminding someone to fill out forms. [Keyword], and Bots will do all the work for you.

Excel can be a supplementary program for automating this process. When you decide to Expense Report with airSlate, you can find a specialized Excel Bot in the list, and it will route data to and from your form according to pre-defined rules. If you want to learn more about compatibility with Excel, consider completing a few courses in the airSlate Academy. There you will find all the required skills for dealing with this type of documents.

Yes, if you have IT specialists, you can ask them to Expense Report with Zapier. However, if you have no programmers and don't want to spend extra costs on hiring them, try airSlate – a holistic automation solution available for anyone, even without coding skills. With its user-friendly interface, you'll be able to set up your first automated process in just 30 minutes and continue automating more and more workflows to become free from the routine.

The procedure is pretty similar to creating regular Templates. The only difference is that you need to copy an embedding code in the Share Template menu and paste it to your website. If you do everything correctly, all your website visitors will check how you Expense Report and complete documents online.

HOW iT WORKS

How to Improve Expense Report accuracy with Flow template

Watch our quick user guide video and learn how to use the Improve Expense Report accuracy with Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Improve Expense Report accuracy with Flow template

and click on "Connections" on the left sidebar. Then click on the "New connection" button and search for "Approvals Office 365" in the search bar. Click on the "Approvals Office 365" tile and follow the prompts to create the connection. Next, click on the "New connection" button again and search for "SharePoint" in the search bar. Click on the "SharePoint" tile and follow the prompts to create the connection. Once you have both connections set up, go back to the home screen and click on "Apps" on the left sidebar. Then click on the "Import canvas app" button and select the zip file you downloaded earlier. After the app is imported, click on it to open it. You will see a warning message about missing connections. Click on "View and configure" to set up the missing connections. For the "Approvals Office 365" connection, select the connection you created earlier from the dropdown menu. For the "SharePoint" connection, select the SharePoint site where you provisioned the schema and lists for the app. Once the connections are configured, you can preview the app to see how it looks and functions. You can also customize the app further to fit your specific needs. That's it! You have now set up and configured the Expense Report sample app for Power Apps.