ExpenseIn

Learn how the invoicing module handles multiple approval flows and approval hierarchy.

Understanding invoicing approval flows

Learn how to approve or reject a user's purchase requests on the web portal.

Approve and reject purchase requests

Learn how to approve or reject a purchase request awaiting approval using the mobile app.

Approve and reject purchase requests (mobile app)

Learn how to approve or reject an invoice awaiting approval on the web portal.

Approve and reject invoices

Learn how to approve or reject an invoice awaiting approval using the mobile app.

Approve and reject invoices (mobile app)

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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