What are Custom Workflows?
Custom Workflows is a feature within Weel that will enable you to customize the experience of Weel. The custom workflows will allow you to customise the approval process based on a series of rules you set up. The approval workflows can be created for Budget top-ups, Bills and Reimbursements. In addition to this, admins can also create workflow rules on when transactions should be exported to the accounting software.
Custom Approval Workflow
As an Administrator or a user with the "Create and edit custom workflows" permission, you will be able to create triggers and rules that can be used to determine when a particular expense needs to be approved and by whom. When a Budget top-up, Bill or Reimbursement has been requested by a user and meets the condition(s) you’ve set up, the approval process you have created will begin and an approval request will be sent to the person selected in the Workflow.
Custom Card Approval Export Workflow
As an Administrator or a user with the "Create and edit custom workflows" permission, you will be able to create triggers and rules that can be used to determine when expenses can be exported to the accounting software.