Workflows for Finance
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Capital Expenditure Request Approval Workflow
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO.
Contract Management Workflow
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Vacation/Leave Request Workflow
The Vacation/Leave Request Flow is used by HR departments to automatically collect approved vacation request forms.
Hiring Request Workflow
The Hiring Request Flow is used by HR departments to issue a request for hiring new employees.
Overtime Claim Workflow
The Overtime Claim Flow is used by accounting departments to automate the approval of overtime claim workflows.
Petty Cash Workflow
The Petty Cash Flow is used by petty cash custodians or finance teams to automate the approval of petty cash forms.
Sales Invoice Workflow
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Item Purchase Request Workflow
Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.
Service Request Details Workflow
The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.
Team Outing Workflow
The Team Outing Flow is used by Human Resources departments to approve and budget team outings.
Budget Approval Workflow
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Business Card Request Workflow
Whenever a new set of business cards is needed, Administration departments use the Business Card Request Flow to automate the process of collecting business card requests from their company’s staff.
Employee Timesheet Workflow
HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.
Mileage Reimbursement Workflow
The Mileage Reimbursement Flow is used by accounting departments to catalog costs for employee travel & expenses and account for employee reimbursements.
Asset Purchase Workflow
The Asset Purchase Flow is used by accounting departments to automate employee requests for purchasing assets and finalizing any terms and conditions related to a purchase.
Expense Approval Workflow
The Expense Approval Flow is used by accounting and finance departments to automate the internal submission of expense reporting.
Expense Reimbursement Workflow
Procurement departments use the Expense Reimbursement Flow to manage reimbursements for the acquisition of supplies and services.
Purchase Invoice Workflow
The Purchase Invoice Flow is used by procurement departments to automate the invoicing process for purchase orders.
Refund/Return Request Workflow
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.
Sales Discount Approval Workflow
The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.
Sales Incentive Claim Process Workflow
The Sales Incentive Claim Process Flow is used by Sales Departments to automate the process of reviewing sales incentive claims for newly completed orders.
Travel Request Workflow
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans.
Vehicle Request Workflow
Administration departments use the Vehicle Request Flow to collect and automate requests from staff members wishing to use a company vehicle for official purposes.
Vendor Payment Workflow
Procurement departments use the Vendor Payment Flow to streamline the invoicing process in order to cycle and avoid errors caused by manual data entry.
Item Purchase Order Workflow
Accounting and finance departments use the Item Purchase Order Flow to automate the process of creating and approving purchase orders for various items.
Press Release Workflow
The Press Release Flow is used by marketing departments to automate the approval of press-release workflows.
Travel Reimbursement Workflow
The Travel Reimbursement Flow is used by accounting departments to automate employee travel reimbursement requests.
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