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Expense Tracking Workflow

Travel expense management including receipt collection, categorization, and reimbursement preparation

Complexity: Moderate | Duration: 15-30m | Category: Industry/Real Estate

Tags: expenses receipts reimbursement tracking compliance

Workflow Diagram​

Steps​

Step 1: Receipt collection​

Agent: expense

manager - gather expense documentation

Step 2: Expense logging​

Agent: expense

manager - enter expenses into system

Step 3: Categorization​

Agent: accounting

specialist - assign expense categories

Step 4: Policy compliance check​

Agent: policy

compliance-checker - validate against travel policy

Step 5: Currency conversion​

Agent: accounting

specialist - convert foreign expenses

Step 6: Mileage calculation​

Agent: expense

manager - compute mileage reimbursement

Step 7: Per diem calculation​

Agent: expense

manager - calculate daily allowances

Step 8: Receipt attachment​

Agent: expense

manager - link receipts to expenses

Step 9: Approval routing​

Agent: expense

manager - submit for management approval

Step 10: Reimbursement processing​

Agent: accounting

specialist - execute payment

Usage​

To execute this workflow:

/workflow industry/real-estate/expense-tracking-workflow.workflow

See other workflows in this category for related automation patterns.