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FieldSense Expense Reimbursement Workflow (Linked With Visits (Admin sets…
FieldSense Expense Reimbursement Workflow
Linked With Visits
Admin sets the claim limit as per the role and designation of the user
User Claims from mobile app
Claims within limit
Manager gets a notification on web app & Mobile App
Manager Rejects
**
Specifies reason for rejection & awaits action from User
Rejected due to insufficient proof
User is notified on mobile app & email & expected to submit the documents
1 more item...
Rejected as manager is suspicious about the authenticity of the Claim
User is notified via email and Mobile App
1 more item...
Manager approves**
Accountant gets a notification on email & Web app.
Accountant Disburses from Web app
User gets the disbursed amount into his salary account/linked bank account
1 more item...
Accountant Rejects from Web app
Specifies reason while rejecting & expects manager to take action
2 more items...
Claims Outside Limit
Manager approves as he is not aware of User's limit
Accountant Notifies Manager about the limit and awaits action from him
Manager
makes special Approval
Accountant disburses
User and Manager gets notified of the disbursal via Mobile App & Email
Manager Rejects
User gets notified via mobile app & email
User modifies & re-submits claims
1 more item...
Manager Rejects the claim as he is aware of the user's expense limit
User gets notified & is expected to submit revised claim.
Manager Approves revised claim
Accountant Disburses
User gets notified about disbursement
Not Linked With Visits
No Limit Set on this type of Reimbursement.
User Submits the claim
Manager Approves
Accountant disburses
User gets the claim amount credited in his linked bank account
User & Manager gets Notified about the disbursement
Manager Rejects
Rejects as suspicious about claim amount
User gets notified & is expected to submit the claim with revised amount
Manager approves the claim on submission
Accountant Disburses
User & Manager gets notified about the Disbursement
Rejects due to insufficient proof
User is notified and is expected to submit the missing documents
User submits the documents
Manager approves claim
Accountant Disburses
1 more item...