In the Workflow menu under Mekari Expense Settings, the Admin/superadmin role can set up a series of workflows for the Reimbursement and Cash Advance processes based on the amount. In addition, Admin/superadmin can also create Custom Workflows.
Here is a glimpse of the Workflow menu that you can find by clicking Workflow.
A. Claims
In Reimbursement Workflow, you can set, edit, and delete the approval flow for reimbursement. Below is the Reimbursement Workflow display along with its explanation.
Description:
| No. | Section/Button Name | Description |
| 1. |
Create workflow button |
This button functions to create a new workflow. To learn how to create a Reimbursement Workflow, click here. |
| 2. | List of created workflows (Created Workflow) |
A list containing workflows you have created. Here, you can see information on Up to Amount (Reimbursement Limit Amount), Amount Range (Reimbursement Amount Range), and Approval Steps (Number of Approval Steps). The number of approval steps is based on approval lines which can be selected for upper positions (positions above); ranging from 1 to 4 upper positions. |
| 3. | Action Button | This dropdown button functions to edit (edit) and delete (delete) the workflow that has been created according to the row in the list. |
In Cash Advance Workflow, you can set, edit, and delete the approval flow for cash advances. Below is the Cash Advance Workflow display along with its explanation.
Description:
| No. | Section/Button Name | Description |
| 1. |
Create workflow button |
This button functions to create a new workflow. To learn how to create a Cash Advance Workflow, click here. |
| 2. | List of created workflows (Created Workflow) |
A list containing workflows you have created. Here, you can see information on Up to Amount (Cash Advance Limit Amount), Amount Range (Cash Advance Amount Range), and Approval Steps (Number of Approval Steps). The number of approval steps is based on approval lines which can be selected for upper position (positions above); ranging from 1 to 4 upper positions. |
| 3. | Action Button | This dropdown button functions to edit (edit) and delete (delete) the workflow that has been created according to the row in the list. |
Custom Workflow allows you to set approval based on department and/or branch, transaction type, and policy category customly. Below is the Custom Workflow display along with its explanation.
Description:
| No. | Section/Button Name | Description |
| 1. | Create custom workflow button |
This button functions to create a new custom workflow. To learn how to create a Custom Workflow, click here. |
| 2. | List of created custom workflows (Created Custom Workflow) | This list of workflows created is categorized according to the name you have given to the custom workflow. |
| 3. | Action Button | This dropdown button located on each custom workflow box functions to edit (edit) and delete (delete) the workflow. |
B. Trips
In Trips Workflow, you can set, edit, deactivate, and delete the trip flow. Below is the Trips Workflow display along with its explanation.
| No. | Feature Name | Description |
1 |
Create workflow | This button functions to create a workflow for a new trip. |
2 |
Trip type filter | Use this filter to display information related to the type of trip that has been created. |
3 |
Status filter | Use the status filter here to display workflow information based on the trip workflow status. The statuses consist of all status, active, and inactive. |
4 |
Search | Use the search field here to find workflows that have been created. |
5 |
Workflow name | Displays the name of the workflow that has been created. |
6 |
Trip type | Displays the type of trip that has been conducted. |
7 |
Description | Displays the workflow description. |
8 |
Policy | Displays the type of policy used. |
9 |
Status | Displays the status of the workflow. |
10 |
Actions |
Use this button to:
|
C. Purchases
In Purchases Workflow, you can set, edit, duplicate, deactivate, and delete the Purchases flow. Below is the Purchases Workflow display along with its explanation.
| No. | Feature Name | Description |
1 |
Create workflow | This button functions to create a workflow for a new purchase. |
2 |
Purchase review | This tab will direct you to the page for creating a new workflow Purchase review . Learn more here . |
3 |
Procurement review | This tab will direct you to the page for creating a new workflow Procurement review . Learn more here . |
4 |
Payment request | This tab will direct you to the page for creating a new workflow Payment request . Learn more here. |
5 |
Status filter | Use the status filter here to display workflow information based on the workflow status in purchase. The statuses consist of all status, active, and inactive. |
6 |
Trip type filter | Use this filter to display information related to the type of purchase that has been created. |
7 |
Transaction type filter | Use this filter to display information related to the transaction type you have selected. The transaction types consist of Domestic and International. |
8 |
Search | Use the search field here to find workflows that have been created. |
9 |
Workflow name | Displays the name of the workflow that has been created. |
10 |
Description | Displays the workflow description. |
11 |
Purchase type | Displays the type of purchase that has been created. |
12 |
Transaction type | Displays the selected purchase transaction type. The transaction types consist of Domestic and International. |
13 |
Status | Displays the status of the workflow. |
14 |
Actions |
Use this button to:
|
That concludes the overview of workflows in Mekari Expense.