Expense Record Flow 20161121
Reports and records expenses after correction and approval. The Process is automatically started at the beginning of every month for all employees. The employee holds the [1. Report] Task until the closing date and inputs the expenses and reimbursements during that term. At the [3. Confirmation/Adjustment] Step the accounting staff make corrections such as “Payment by corporate card”, and then it is automatically recorded in a Google Sheet.
Field Name, num
, Initial Value
Download
- expense-record-flow-20161121-236-en.qar
- expense-record-flow-20161121-236-en.csv (for Importing Data Item Definitions)
Only available for Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a setting error will occur
- Make the necessary settings in edit mode
- Prepare a spreadsheet on Google Sheets beforehand
- Add a sheet with the name that is exactly the same as the Initial Value set in the String-type Data Item ‘Sheet Name‘
- Set the IDs of the spreadsheet to the Initial Value set in the String-type Data Item ‘Spreadsheet ID’
- Spreadsheet ID is contained in its URL. https://docs.google.com/spreadsheets/d/spreadsheet ID/edit#gid=(sheet ID)
See also
- Scenario: Episode 510: “Post Facto Approval” in Expense Report Flow is Good Enough
- Settings Required When Importing an Archive
- Manual: M202: Set the Deadline for Each Step
- Manual: M205: Business Data Items
- Manual: M415: Adding an Auto-Step to be Used in a Business Process Definition
- Reference: R2012: Limits on the Business Process Definition
- Reference: R2051: Input Control and System Limits
- Reference: R2252: OAuth Token Getting Procedure
- Reference: R2271: Output of Date and Datetime Data via EL syntax
- Reference: R2272: Output of Strings via EL syntax