EXPENSE MANAGEMENT AND REIMBURSEMENT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Pending Reimbursement Requests: Fetches all entries from the 'Expense Requests' data model where the status is 'Pending'.
[ ] Calculate Total Monthly Spend: Sums the 'Amount' property of all expense entries for the current month to check against budget limits.
[ ] Calculate Tax Deduction: Applies a tax percentage formula to the total expense amount to determine the net reimbursement value.
[ ] Notify Manager for Approval: Creates a task for the designated Department Manager to review the submitted expense request.
[ ] Update Request Status to 'Approved': Updates the status field of the specific expense entry to 'Approved' once the manager approves the task.
[ ] Create Payment Voucher: Creates a new entry in the 'Finance Payments' data model to trigger the actual fund transfer.
[ ] Send Approval Confirmation: Sends an automated email to the employee notifying them that their reimbursement has been approved.
[ ] Finance Disbursement Task: Creates a task for the Finance Department to execute the bank transfer.
[ ] Update Request Status to 'Completed': Updates the original expense request entry status to 'Completed' after the payment task is finished.
[ ] Generate Monthly Reimbursement Summary: Generates a summary report of all processed expenses for the monthly accounting audit.

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