Set Up the Expense Workflow

• Expenses in DPO

  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.hFew readers

Create Expense/Petty Cash

• Expenses Inbox in DPO

  The Expenses feature in Digital Purchase Order (DPO) allows you to easily create a Topsheet, 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 Topsheets and view all submitted receipts in one place. Upload your Receipts - Add receipts via drag & drop or by uploading a file Capture Receipts – All uploaded receipts waiting to bFew readers

Review and Submit Expenses/Petty Cash for Approval

• Managing Expenses and Topsheets in DPO

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