General Expense Requests

Enable self-service of resources related to general queries for the accounts team.

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General Expense Requests

Enable self-service of resources related to general queries for the accounts team.

Key Features

  • Provide an intuitive tool for any business user to log a general accounting query.
  • Automatically categorize the types of requests to make informed strategic business decisions.
  • Automatically notify the correct staff to review and action the request.
  • Leverage a centralized dashboard to view all requests, uploaded documents, and status of the request.

Benefits

See It Live

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Key Features

  • Provide an intuitive tool for any business user to log a general accounting query.
  • Automatically categorize the types of requests to make informed strategic business decisions.
  • Automatically notify the correct staff to review and action the request.
  • Leverage a centralized dashboard to view all requests, uploaded documents, and status of the request.

Benefits

See It Live

Access Template  
Request Demo  

How Does Checkbox Automate This?

1. Allow employees to access the tool to submit general expense requests from their company portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Enable self-service for requests which don't require approvers

In-built business logic points business users to the appropriate resource or approver.

3. Streamline the approval process

For requests that require approvers, automate the request for approval and any email reminders which prompt users.

4. Centrally track progress and view data using dashboards

Gain data across all requests submitted, view their real-time status and send reminders from one location.

5. Automatically route data and documents to third-party systems

Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.

How Does Checkbox Automate This?

1. Allow employees to access the tool to submit general expense requests from their company portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Enable self-service for requests which don't require approvers

In-built business logic points business users to the appropriate resource or approver.

3. Streamline the approval process

For requests that require approvers, automate the request for approval and any email reminders which prompt users.

4. Centrally track progress and view data using dashboards

Gain data across all requests submitted, view their real-time status and send reminders from one location.

5. Automatically route data and documents to third-party systems

Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.

See It Live

Access our App Template or request a free personalised demo

Access Template  
Request Demo  

See It Live

Access our App Template or request a free personalised demo

Access Template  
Request Demo