Summary of changes:
1.
Expenses:
Adding a dedicated Expenses module alongside the existing e-Billing workflow significantly expands the application's capabilities. Instead of managing only supplier invoices, the system can also handle employee and business expenses using the same controlled approval process.
2.
Approval flow delegation:
An Approval Flow Delegation feature allows an approver to temporarily assign their approval responsibilities to another authorized user (delegate) during planned or unplanned absences, such as leave, travel, or business commitments.
Users Access:
Users with bill submission and approving access will have access to expenses. For new users access can be requested by emailing to productsupport@wenodo.com
For Delegation, existing approvers can select users from user settings as explained in the document.
Value this change will add:
Expenses
• Both supplier invoices and expense claims are managed within a single application instead of separate systems.
• Digital Expense Submission, reduces manual data entry, saves time, and minimizes errors.
• Configurable Approval Workflow
• Complete Audit Trail
• Better Visibility of Business Expenses
• Improves financial reporting and spending analysis.
Delegation
• Prevents Approval Bottlenecks
• Faster Processing
• Ensures Business Continuity
• Improves Payment Timeliness
User navigation:
A)
Expenses
1. Login to Procurement
2. Select “Ebilling” from top menu
3. Click on Activity for uploading expense invoices.
4. Users can submit expenses by selecting “expense” from E-billing sub menu and selecting multiple bills.
5. Once submitted for approving, Approvers will select expense approvals and approve those from action required list
User Navigation
B)
Delegation:
How does this look:
1. Login to Wenodo App suit.
2. Click on settings icon from top right corner of the screen.
3. Click on “Delegation” from my preferences.
5. Once enabled, user will be able to see all the entities to which he/she has access.
- All the users who have approver access to that entity will be available in the dropdown.
- This can be selected by individual and saved.
- The chain in approval flow will start showing the approver as “out of office” and delegated user will be able to approve on his/her behalf.
- This setting can be turned off once thar actual approver is back.
Assumptions and Limitation:
• Users has to email productsupport@wenodo.com for adding access to their account if not available.
• Expenses will be represented with bill format as ER- INV001
• In Delegation, if the actual user is back and the settings are not disabled, approval flow will show them as out of office.
• Delegation access is available for all Approvers.
• In delegation user dropdown will only show names if users who have approver access.
Impact:
Klevra Mobile application will have separate option for capturing Bills & Expenses and approving.
Support:
In case of any queries related to this change or any issues faced moving forward, please contact us on productsupport@wenodo.com