This workflow accepts external payment applications via email. The applicant attaches the invoice file, describes the requirements in the subject line and body, and sends it. The payment flow is automatically started upon receipt of the email. The invoice file is saved with the date and time automatically appended to the file name. After approval by the supervisor, the accounting department will process the remittance.
The approval process allows for proxy decisions by deputy department heads.
Applications worth between $6,000 and $30,000 are approved by the head of the department. However, after a period of 24 hours without approval, the deputy manager can make a decision on behalf of the department head.
Applications exceeding $30,000 cannot be approved by the deputy manager.
This approval flow determines approvers based on an externally managed list.
Approver information is obtained from an external list based on the project selected by the applicant and the approvers are determined.
This makes it easy to deal with frequent changes in approvers.
The approval process switches the decision-maker depending on the amount of the application.
Applications of less than $5,000 are approved by the section manager; applications of more than $5,000 are approved by the department manager.
The decision result is notified to the applicant by email.
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This is an approval process where AI reviews the draft content.
The drafters can refine their drafts based on the results of the AI review.
The approval process is based on unanimous approval, where several decision-makers are designated when a proposal of more than 5 million yen is drafted. The decision is taken with the approval of all decision-makers.
This is the process of applying for and approving business travel.
During the application process, the address to be visited can be searched by postcode.
After the application is submitted, an approval request is posted to Microsoft Teams Chat.
Allows multiple personnel to make an approval. By registering the deputy manager and assistant manager as “leader of the department (supervisor)”, other than the department manager become able to undertake the Task of [2. Approval on Travel]. Incidentally, the Operation of [2. Approval on Travel] will be allocated to a person other than who handled the [1. Register Travel] Task.
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.
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”.
Allows multiple personnel to make an approval. By registering the deputy manager and assistant manager as “leader of the department (supervisor)”, other than the department manager become able to undertake the Task of [2. Approval on Travel]. Incidentally, the Operation of [2. Approval on Travel] will be allocated to a person other than who handled the [1. Register Travel] Task.
Reports and records expenses after approval/correction. The Process for all employees is automatically started at the beginning of every month. The employee holds the [1. Report] Task until the closing date and inputs the expenses and payments on behalf of during that term. At the [3. Confirmation/Adjustment] Step, the accounting staff makes corrections such as “Payment by corporate card”, and then it is automatically recorded in a Google Sheet.
Realizes “proxy approval” by the deputy manager. That is, requests of less than 1 million yen proceed to [3a. Approval], and the deputy manager will also be able to give approval. Applications for between 1 to 5 million yen will be also accepted after 24 hours. Meanwhile, for applications over 5 million yen, proxy approval is not allowed.
A User claims every time when expense paid out-of-pocket. Launched by emailing the receipt image taken with “smartphone” was done, and the amount and the date etc. of expense paid are automatically entered from the email body. At the Step of [1. Claim (appending], data of the claim can be added/modified, but it will be automatically submitted after 24 hours have elapsed. Users can make a claim also with a browser, and check the progress.