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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Pre-fill Expense Report fields from a CRM, Spreadsheet or database records

Extract data from Expense Report to a CRM, Spreadsheet or database

Archive Expense Report to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

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

    Workflow document feature example Workflow document feature example

  • 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

    Workflow document feature example Workflow document feature example

  • 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 routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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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.
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