The standard expense flow: employee submits, manager approves, controller checks compliance, accountant posts. Illizeo lets you model the flow in 5 minutes, with automatic reminders and delegation.
Step-by-step #
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Pick the number of steps #
1 step (manager only), 2 steps (manager + accounting), 3 steps (manager + controller + accounting). Conditional logic possible per amount.
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Assign approvers #
Direct manager by default. You can name a fixed approver per department or project.
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Set conditional thresholds #
E.g. report > €500 routes to executive, < €50 auto-approved if policy is met.
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Activate reminders #
Email at D+2, D+5, escalate to N+1 at D+7. Cuts average lead time from 8 to 3 days.
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Test #
The simulator plays a sample case and lists every notification sent.
Decisions available to approvers #
| Decision | Effect |
|---|---|
| Approve | Move to next step |
| Approve with adjustment | Modify reimbursable amount |
| Request more info | Send back to employee with comment |
| Reject | End workflow, reason mandatory |
| Reassign | Delegate to another approver |
FAQ #
Manager on leave?
Auto-delegation routes to the backup approver. Configurable per approver.
Can I bulk-approve?
Yes, the filterable list lets you approve 20 reports in one click after review.
What SLA should we target?
72h end-to-end is the norm. Above that, employee satisfaction drops.
How do I audit?
Each report’s history lists author, date, action and comment per step.
