Automate Your Expense Report Approval Process

Keep expense management simple and organized! This workflow lets you send expense approval requests via Slack, log approved expenses directly to QuickBooks, send rejection emails via Gmail, and store all results in Google Sheets. Perfect for finance and HR teams looking to save time and reduce mistakes. 📊

🛎️ Step 1: Trigger the Approval Process

Start the process when a new expense request is submitted (trigger can be customized to fit your system).

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:slack: Step 2: Request Approval in Slack

An approval message about the new expense gets posted to a Slack channel. Team members can easily click Accept or Reject directly in Slack. 🚦

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:white_check_mark: Step 3a: If Approved – Add Entry to QuickBooks

If the expense is accepted in Slack, a new invoice is instantly created in QuickBooks, so your records stay updated automatically—no manual entry! 📗

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:x: Step 3b: If Rejected – Send Email via Gmail

If the request is rejected, an automatic Gmail message is sent to notify the requester about the decision. 📩

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:googlesheets: Step 4: Log Expense Details in Google Sheets

Every expense request, whether approved or rejected, is logged in your Google Sheet—making it easy to track, audit, and report expenses anytime. 📈

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Get faster approvals and stay organized by automating your company’s expense report workflow!