Expense claims for approval automatically with AI
An expense claim through the form lands in a table and goes to the manager for approval.
Expense claims → approval is ready-made automation in Altramano for administration and finance: an expense claim through the form lands in a table and goes to the manager for approval.
What it does
What you need
- Microsoft Outlook
- Everything that goes out, this template puts to you first: you say yes before anything leaves.
How does expense claims for approval automatically work with AI?
Employees hand in an expense claim through the form (description, amount, date). The claim lands in the "Expense claims" table, the manager approves or rejects it, and the person who handed it in gets the decision, with the text going for approval.
Read what an AI agent does for your teamWho it's for
How to install it
- Choose the template in your environment under Templates.
- Point at the integrations it needs and fill in at most three settings.
- Test with an example, read the run back and say yes before it goes live.
The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.
Frequently asked questions
What do I need for Expense claims → approval?
Microsoft Outlook and a Altramano environment. The approval step is on.
Which department is Expense claims → approval for?
Administration and finance, in industries such as installation companies, construction and contractors and accountancy and bookkeeping firms.
Does anything go out without me seeing it?
Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.
What if something goes wrong?
The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.
More for administration and finance
| Sjabloon | Soort | What it does |
|---|---|---|
| Purchase invoice from mail → Basecone | automation | Invoices arriving by mail go, once approved, as a document to the right company file in Basecone. |
| Purchase invoice from mail → dossier and approval | automation + assistant | Invoices arriving by mail are read, put in a table, saved to OneDrive and put forward for approval. |
| Month-end checklist | automation | On the first working day of the month, a checklist for the close, with the open points from your tables. |