You can use the workflow system within Microsoft Dynamics AX to set up an expense report approval and notifications workflow in the Expense managementsection. The expense management workflow is defined based on an employee hierarchy and/or user groups. Workflow approvals can be created for expense report submission, approval, and return. You can also set up workflow rules to delegate approvers for an expense report. The following process is an example of an expense management workflow process for an expense report.

1. Create and save expense report document.

2. Submit the expense report for approval.

   1. An approver is found through the defined workflow rules.

   2. Approver receives notification of expense report ready for approval.

3. Approve expense report.

   1. Status of expense report is changed.

   2. Expense report is assigned to the Accounts payable coordinator for posting.

4. Match receipts to the expense report.

   1. Status of expense report is changed.

5. Authorize payment for the expense report.

   1. Status of expense report is changed.