Bank Reconciliation Workflow
finance
Bank reconciliation workflow with automated transaction matching, variance reporting, discrepancy research, and journal entry creation for timing differences and bank errors.
Expense Claim Workflow
finance
Employee expense reimbursement workflow with receipt submission, manager approval, finance review, policy compliance check, and direct deposit payment.
Full FlowZap Code
employee { # Employee
n1: circle label:"Start Expense Claim"
n4: rectangle label:"Make Expense Claim decision"
n7: rectangle label:"Continue Expense Claim process"
n10: circle label:"End Expense Claim"
n1.handle(bottom) -> manager.n2.handle(top)
n4.handle(bottom) -> manager.n5.handle(top)
n7.handle(bottom) -> manager.n8.handle(top)
}
manager { # Manager
n2: rectangle label:"Receive Expense Claim request"
n5: rectangle label:"Update records for Expense Claim"
n8: rectangle label:"Continue Expense Claim process"
n2.handle(bottom) -> finance_app.n3.handle(top) [label="Next"]
n5.handle(bottom) -> finance_app.n6.handle(top) [label="Done"]
n8.handle(bottom) -> finance_app.n9.handle(top) [label="Processed"]
}
finance_app { # Finance_App
n3: rectangle label:"Review Expense Claim details"
n6: rectangle label:"Continue Expense Claim process"
n9: rectangle label:"Continue Expense Claim process"
n9.handle(right) -> employee.n10.handle(bottom)
n6.handle(right) -> employee.n7.handle(left)
n3.handle(right) -> employee.n4.handle(left)
}
Quick Answer
Expense Claim Workflow is a workflow template that expense reimbursement delays frustrate employees and create compliance risks.
Why This Workflow?
Expense reimbursement delays frustrate employees and create compliance risks. This workflow automates the expense claim process from receipt submission through direct deposit, with policy compliance checks at every step.
How It Works
- Step 1: Employee submits expense with receipt photo via mobile app or web portal.
- Step 2: OCR extracts merchant, amount, date, and category.
- Step 3: Policy engine checks against spending limits, approved categories, and duplicate claims.
- Step 4: Manager reviews and approves or rejects with comments.
- Step 5: Finance reviews high-value or flagged expenses.
- Step 6: Approved expenses are batched for direct deposit reimbursement.
Alternatives
Paper expense reports take 2-3 weeks to process. Tools like Expensify or Concur cost $8-15 per user/month. This workflow integrates with your existing finance stack.
Key Facts
| Template Name | Expense Claim Workflow |
| Category | finance |
| Steps | 6 workflow steps |
| Format | FlowZap Code (.fz file) |
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