PSA uses workflows to automate and centralize the business processes of an organization. A workflow is a structured way of defining and automating procedures within an organization. They are created and configured by you in order to ensure all users follow the same flow to achieve a specific result. When a workflow is implemented using a software application—as opposed to the usual paper-based procedure—it guides all individuals who participate in the process, and enables them to record their tasks at every phase of their involvement.
The expense module uses predefined expense workflows to enforce a common path of action for submitting and processing the expenses of the organization. Workflows are defined by the administrator and consist of states and transitions. A standard user simply has to fill in the appropriate expense items for the report, and once the report is marked as “Complete”, the application automatically removes the report from the Expense Manager and re-assigns it to the next person in charge of approval. This process is completely dependent upon the expense workflow set up by the administrator.
The concept of creating workflows is the same for all workflow categories; for more information visit Workflows Setup.
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