Introduction

The Expenses Claim app has been written especially for Joget DX Enterprise/Professional.

This app uses many of the new features and capabilities of Joget DX in forms, datalist and userview.

The Expenses Claim app was designed for employees to submit their claims and for the Head Of Departments (HOD) to approve expense claims online.

Workflow Design

1. The claimant submits a New Expenses Claim.
2. Expense claim is routed to the selected HOD for approval.
3. If approved, the expense claim is routed to the Finance Department for verification and processing of payment (This app defaults the finance approver to "admin", which you can change in the "Map Participants to Users" screen).
4. HOD can request the claimant to resubmit the expense claim and the expense claim will redirected back to the claimant's inbox for evaluation, or the HOD can reject it which ends the process flow.

Before using this app, perform the following steps: (Need admin role permission)

1. Set up the Claim Categories (Example: Entertainment, Medical, Mileage and Toll, etc.).
2. Input your Joget DX SMTP server configurations in  Web Console > General Settings  to send email messages.
3. Input an email address for admin user in  Web Console > Setup Users  for email notification to work.

Note: Please take note that this is a sample app with sample data. Please feel free to make changes accordingly to suit your needs.