Build an application in App Engine Studio (AES) using the Expense Pre-Approval template to create, track, and manage planned expenses in your organization.

To use the Expense Pre-Approval template, install this application from the ServiceNow Store.

Expense Pre-Approval template

Employees can easily submit their planned expenses for multiple levels of approval using the Expense Pre-Approval application. Managers can then review every submitted request. Approved requests are assigned to the budget review group, which can approve or reject the request. The employee receives a notification with the final status of the request.

To ensure compliance and improved financial planning, admins can customize the existing flow and levels of approval using decision tables. For more information, see Decision Builder.

For more information on creating an application using a template, see Create your app using an application template.

Expense Pre-Approval template contents

The following tables, experiences, automated workflows, and roles are included in the Expense Pre-Approval template for App Engine Studio (AES).

Tables in the Expense Pre-Approval app template

Table label [name] Description
Budget definition

[x_<company-code>_<expense_approval_app>_budget_definition]

The description of all budgets.
Expense request

[x_<company-code>_<expense_approval_app>expense_request]

The expense requests submitted by employees.
Expense line item

[x_<company-code>_<expense_approval_app>_expense_line_item]

Each expense line item in an expense request.

Experiences in the Expense Pre-Approval app template

Automated workflows in the Expense Pre-Approval app template

Roles in the Expense Pre-Approval app template