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Expense Management Workflow

Employee expense submission, policy compliance, approval routing, and reimbursement processing

Complexity: Moderate | Duration: 5-15m | Category: Professional/Hr

Tags: #expenses #reimbursement #policy #approval #accounting

Workflow Diagram​

Steps​

Step 1: Submit expense​

Agent: employee (via expense

manager) - Upload receipts, categorize expenses

Step 2: OCR receipts​

Agent: expense

manager - Extract amounts, dates, vendors from images

Step 3: Check policy compliance​

Agent: policy

checker - Verify expense within policy limits (meals, travel, etc.)

Step 4: Flag violations​

Agent: policy

checker - Identify out-of-policy expenses for review

Step 5: Route for approval​

Agent: approval

router - Send to manager, skip level if needed

Step 6: Code to GL​

Agent: accounting

specialist - Assign department, GL account, project code

Step 7: Process reimbursement​

Agent: accounting

specialist - Generate ACH payment or add to payroll

Step 8: Record transaction​

Agent: accounting

specialist - Post to accounting system

Usage​

To execute this workflow:

/workflow professional/hr/expense-management-workflow.workflow

See other workflows in this category for related automation patterns.