ANTE User Manual

Reimbursement Workflow

Choose which approval flow runs when an employee files a reimbursement claim. Unlike the Purchase Request, Delivery Status, and Liquidation workflows, this page does not build stages itself: it picks a process template — the same kind of template you build in Processes — and previews it.

Overview

By default a claim goes to the filer's direct supervisor as a single approval step (the built-in Supervisor Approval flow). If your company needs more than one level of approval, you can customize that flow or point reimbursements at a flow of your own. When a claim clears its last approval stage, it is committed to accounting. Rejecting at any stage rejects the claim.

How to Open

  1. Open Settings from the sidebar.
  2. Expand Workflows.
  3. Click Reimbursement Workflow.

Page Layout

Approval flow

A dropdown offering:

  • Default — Supervisor Approval (built-in) — the system's built-in template: the employee's filing is completed automatically, then the direct supervisor approves.
  • Any of your company's own Active custom flows built for the Reimbursement module.

Changing the selection enables the Save button. Click it to apply your choice; a confirmation reads Reimbursement workflow updated. The Customize flow button opens the selected flow in theProcess Builder — if you are still on the default, this first makes your own editable copy of the built-in template.

A hint under the buttons states the shape a flow must have to be accepted: it starts with one Action step (auto-completed when the claim is filed) followed only by Approval steps, with at least one Approval step. A flow that does not fit is refused when you save, with a message saying what to fix, and a flow must beActive to be picked.

Flow preview

Shows the steps of the flow that will run for the current selection, in order. Each step has its name and who handles it:

  • Auto-completed by the employee filing the claim — the start step.
  • For approval steps: Filer's direct supervisor, Specific user, Role members, or Department members.

A count at the top of the card totals the flow's approval stages.

Common Tasks

Change the approval flow

  1. Go to Settings → Workflows → Reimbursement Workflow.
  2. Pick a flow from the Approval flow dropdown.
  3. Check the Flow preview to confirm it is the flow you meant.
  4. Click Save.

Add a second approval stage

  1. Click Customize flow. On the default this creates your own copy of the built-in template and opens it in the Process Builder.
  2. Add another Approval step after the first and choose who handles it (seeBuilding a Process Template).
  3. Make sure the flow is Active, return to this page, select it from Approval flow, and click Save.
  • Reimbursements — filing, approving, and paying claims
  • multibook — choose whether claims are approved in ANTE or in multibook

How It Connects

Set up first

  • Processes — A custom approval flow is built as a process template for the Reimbursement module, then picked here.
  • multibook — If approvals are set to multibook, multibook's own approval route decides claims instead of this flow.

Feeds into

  • Reimbursements — Each claim an employee files is approved through the flow picked here; the last approval hands the claim to accounting.
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