Approve expenses from a Google Sheet
Reimburses small expenses straight away, asks a manager to approve anything over $500, and updates the sheet and the employee.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsNew row triggerStarts when an expense row is added.
- 2Google SheetsUpdate rowSets the row's Status to Reimbursed or Rejected.
- 3GmailSendTells the employee the outcome.
How it works
What happens on each run, in plain English.
Expenses either pile up waiting for a manager or get waved through without a look. When a row is added to your Expenses sheet, anything $500 or less is marked Reimbursed at once. Larger ones go to your manager to approve or reject, and the person who submitted the expense cannot approve their own.
Either way the row's Status becomes Reimbursed or Rejected and the employee is emailed. This marks the sheet only; it does not pay anyone. Your sheet needs columns named Employee email, Description, Amount and Status.
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