Travel Expenses Reimbursement Process
This is a one-stop process from travel approval to post-travel reimbursement.
For regular business travel that does not require approval, the applicant can apply for reimbursement only.
Workflow Apps
File-Sharing Process
This is a workflow application for securely sending files. The file sender uploads the file at the beginning of the process. The file share recipient is notified by email with the URL of the download page.
Hours-worked Report Flow
Records clock-in and clock-out times and calculates hours worked automatically. It starts automatically at 7 O’clock every morning, and after processing the [1. Attendance report] and [2. Leave time report] Steps, the hours-worked are automatically calculated before moving to the [3. Hours-worked confirmation] Step. Even if processing is not completed at each step it will proceed automatically after a certain period of time has elapsed. If the first Step is not processed by the deadline time that day is treated as a vacation. In addition, the system is designed to reduce the input load by setting initial values and supporting input.
Invoice Storage Process
A process for electronic storage of received invoices and receipts. This workflow is designed to adapt to the “Revision of the Electronic Book Law 2022” and “Start of Invoice 2023”. The recipient of the invoice registers the PDF invoice and the invoice amount in the received transaction data. The supervisor approves the registered invoices. The workflow platform saves the invoice file as digital data in various types of storage.
Answer Drafting Flow
Accepts questions and designates personnel to create the answer. After receiving a question via a web form or email, the person responsible for preparing the answer will be appointed at the Step [2. Jurisdiction to answer]. Answers are drafted by AI, and person responsible completes it. At the [5. Reviewing terminology and legal] Step the content of the answer is checked, and if approved it will proceed to the following Step.
Business Negotiation Management Process
This is the process of creating a user ID for a customer at the time of a business meeting. The service to be provided is determined according to the sales representative’s proposal. At the same time as the proposal is decided, a preparation request is automatically sent to the service representative.
Online Estimate Storage Flow
Stores quotation PDF automatically to share. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the quotation is submitted, the quotation which succeeded in the contract is automatically uploaded to the Dropbox folder.
Postal Mailing Process
Accepts internal postal matter requests and assists for sending. Generates “Cover sheet PDF” automatically based on the information entered in the Step of [1. Addressee Info + Sending Materials]. General Affair staff prints out the cover sheet and encloses it and sends. After completing sending, a notification email will be sent to the requester. Capable of accepting requests also from other Processes.
Billing Process
The billing data is entered in [1. Invoice Data Check]. The invoice PDF is automatically generated in [PDF Auto-generation]. When payment is confirmed by accounting, all processing is completed.
Estimate Creation Flow
Generates a quotation PDF to be approved by the superior. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of “Drafting Quotation”. After the approval of the superior, the status of the Issue is recorded at the Task of [3. Submit Quotation] and [4. Win-loss Report].
Quote Approval, Google Drive Create Folder
When quotes are approved, a folder will be created in Google Drive. The quotes are uploaded to the folder and its browsing URL is emailed to the customer. The created folder is automatically deleted on the deletion date determioned by the sales staff.
Quote Approval, Google Drive Delete
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer. The quote file is automatically deleted on the deletion date which is entered by the sales representative.
Quote Approval, Google Drive Upload
An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.
Automatic Scheduled Email Campaign
Every morning at 8:00, campaign emails will be automatically sent to the lead 1 day, 5 days, and 10 days after requesting materials. The administrator sets the subject and body of the email in the Day later email basic information connected to the timer start event. In addition, the destination of the mail is extracted from the application and data items set in “Send list extraction”.
Article Topic Acceptance Flow
Collects suggestions of topics for articles from internal. Employees posts idea, the editor will receive them. Posting can be made by emails as well. The editor is able to make comments on the idea, and consult with others. The comments made by the editor on an idea will be notified by an email to the suggester.
Translation Request Flow
Requests for translation of a draft. The sentences entered in [1. Document set] will be delivered to the translator. When the translation is completed (2. translation), the number of characters is recorded and the requester is notified.
Article Creation Flow
Publishes web articles regarding topics. The writer writes an article on a topic specified at [1. Topic designation]. At [3. Posting judgment], the editor judges whether to a: Approve, b: Correction, c: Discard, d: Supervision, and proceeds with the processing. The writer will receive an email notification when a written article is posted.
Approval Flow-Budget Control
A Proposal-approval flow that automatically records the approved spending in a Google Sheet. When a new Issue is entered at the [1. Submit plan draft] Step, the “Budget Consumption Log” (Google sheet) is referred to, and the total expenditure so far is calculated automatically. At the Step of [2. Decision], the approver can make his/her decision confirming the budget consumption situation. The amount approved is automatically added to the “budget consumption log”.
PayPal Billing Process
An independent subprocess to be invoked by various business flows. Through “PayPal Invoicing API”, 1) let PayPal generate “PayPal Invoice”, 2) let PayPal send “PayPal Invoice”, 3) confirm payment status of “PayPal Invoice” to PayPal. Also generates “Transfer slip CSV” for accounting system automatically.
Delete Seminar Application Information
The seminar application information in the kintone application will be automatically deleted. When a request is made to delete seminar application information from the public form, a deletion confirmation email will be sent to the applicant. When the applicant processes the deletion confirmation form in the email, the seminar application information registered in kintone (belonging to the applicant) will be automatically deleted.
Seminar Registration 4
A function has been added to the “Seminar Registration 3” App. Customer records will be automatically added to the kintone app after seminar attendees complete the questionnaire.