Assign project manager ownership to new expense items
Assign project manager ownership to new expense items
Operations coordinators miss approvals when expense items lack an owner, causing routing errors and approval delays. Assign the correct project manager on creation so finance can route approvals.
Overview
Unassigned expenses stall approvals and create routing confusion for operations and finance. This workflow assigns the right project manager as each expense is created, eliminating manual lookups and keeping approval handoffs moving. Teams see fewer missed ownerships and approvals start within minutes.
Notable Features
- Assign PM based on project rules
- Lookup owner from user directory
- Notify finance and ops immediately