Set Up the Expense Workflow

• Expenses

  Use the Approval Levels feature to define automated, multi-step approval chains based on PO value, department, or user roles. This ensures purchase orders are reviewed by the right people without manual handovers — saving time and increasing control. This guide shows you how to configure the chain, assign approvers, and customize workflows for your organization. Approval levels are applied separately in the Admin settings for: Approval Levels (P.O.s) (https://digital-purchase-order.crisp.hSome readers

Create Expense/Petty Cash

• Expenses Inbox

  The Expenses feature in Digital Purchase Order (DPO) allows you to easily create a Top Sheet, capture receipts, validate them, group them together, and submit them for approval—all from your browser or mobile device. Expenses Inbox Overview The Expenses Inbox allows you to create Top Sheets and view all submitted receipts in one place. Navigate to Expenses → Expenses Inbox to access your personal inbox. On the right side, you will find: Click to Upload Receipts - ClickPopular

Review and Submit Expenses/Petty Cash for Approval

• Expenses Overview

  In Expenses, you can view all newly created Top Sheets that need to be validated, checked, and sent for approval, as well as all existing Top Sheets. Make sure your approval workflow is set up — find the instructions here. Expenses Overview In the Expenses section, you can view all Top Sheets, both new and completed. You can open each one to review details, validate entries, and confirm receipts before fiPopular