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ABACUS EXPENSE APPROVAL BEFORE PURCHASE HOW TO
ABACUS EXPENSE APPROVAL BEFORE PURCHASE FREE

If someone submits an expense that violates a warning rule, Admins will see an orange warning icon next to the expense on the Reimbursable Expenses page. Warning rules alert users to the fact that they're going against company policy and give them the option to go back and fix the expense or send it anyway. If your member attempts to submit an expense that violates a blocking rule, Abacus will prevent the member from submitting it, and tell the member what policy item you have not included.įor example, if you require a receipt for expenses over a certain amount, users will be unable to submit their expense until a receipt is attached.

ABACUS EXPENSE APPROVAL BEFORE PURCHASE HOW TO

Warning rules pop up during submission to let the member know how to edit the expense so that it's within policy, but it still allow them to submit the expense with policy violations flagged during the review and approval process. Blocking rules prevent users from submitting an expense entirely. There are two main types of rules: blocking and warning rules. Learn more about approval routing.Īll Abacus users can view their company's Spend Policy rules by clicking Spend Policy in their Personal sidebar.

Approval Routing: Approval routing allows you to route expenses to specific Managers or Admins based on criteria.

Auto-Approval Rules: Auto-approval rules allow you to set criteria for expenses that should be approved without Manager or Admin review.

Learn how to create Spend Policy Rules below.

Rules (Blocking and Warning): Rules allow you to remind or require users to include certain information when submitting expenses.

This is a great place to link to more detailed internal documentation about your expense policy.

Policy Overview: Add guidance for your team that will appear at the top of their view-only Spend Policy page in Abacus.

Your Abacus Spend Policy can include the following components: If you are an Admin, click Spend Policy in your Admin sidebar to view, create, and edit custom rules.

ABACUS EXPENSE APPROVAL BEFORE PURCHASE FREE

Considering the app offers free bank transfers, it’s a pretty good deal.The Abacus Spend Policy page allows you to create any number of rules that will help you enforce your company's expense policy and create controls around expense submission and approval. Though the Abacus app is free on the App Store and Google Play, it will cost employers $5 per month per employee. It’s UI reminds me of Clear with its super clean lines, excellent colors, and beautiful fonts. Once approved, the funds are sent directly to the employee via the Abacuas app, right to their bank account.Īdditionally, Abacus is a downright beautiful application. After this, the expense report is sent to whoever is responsible for approving payments to employees.

When using Abacus, an employee can report an expense in three easy steps: type in a name and description of the purchase, add the amount owed, and attach an image of the receipt. You can stop plotting a ‘beat down’ of the communal printer now. Ex-Googler Ted Power has created Abacus, a new app for creating, filing, and getting paid for work expenses. If you’ve ever had to file an expense report, you know how much of a pain in the ass they are to file.