Travel Advance

The purpose of this sample is to enable an employee to request a travel advance which is reviewed and approved by both the employee's supervisor and the Finance department. The workflow requires that the employee confirm receipt of the advance.

Using workflow with an integral travel advance form eliminates the need to e-mail forms as attachments, which need to be managed as separate documents. Captaris Workflow manages the travel advance information in a database which can be connected to other applications such as accounting systems to track the advance. Employees, managers, and the Finance group can easily check on the status of a travel advance request using the graphical workflow interface, and ensure that the employee acknowledges receipt of the advance to complete the process.   

Business Benefits

• Eliminates need to manage advance requests as separate documents
• Workflow streamlines the process since it can be integrated with accounting systems
• Graphical interface saves time in checking on the status of a request without e-mailing or phone calls
• Workflow ensures completion of the process by requiring employee confirmation of the advance