End to end and what breaks

First the run. An employee enters a report with mileage, a meal and an over-limit hotel. The policy violation appears and a justification is entered. Submit, approve, audit. Export to Payables and look at the created invoice. Pay it, create accounting, and read the journal. Then five failures. Employee cannot submit — no payee. The employee is not set up as a payee, or the bank details are missing. Report approved but never paid. The export process is not scheduled. The lesson shows where to schedule it. Mileage calculating wrong. Rate schedule effective dates have lapsed — an annual maintenance failure, which means it happens to everybody exactly once, in January. Everyone's expenses are blocked. Policy set to block rather than warn. Culture, not configuration. Card transactions stopped arriving. The feed is broken, and nobody notices for weeks. Prevention: a monitoring alert, because a feed that stops silently is indistinguishable…

In this module: Module 10 · Expenses

1. 1How expenses actually flow
2. 2Templates and expense types
3. 3Policies and rate schedules
4. 4Approval and audit
5. 5Corporate cards
6. 6End to end and what breaks
7. 7Lab: build an expense policy