![]() The first step is to create a Google Form that employees will use to submit expense reports. Step 6 - Create a clickable button in the spreadsheet to send out notifications Step 5 - Write Apps Script code to send expense report approval notifications Step 4 - Configure the spreadsheet to record expense report approvals Step 3 - Try submitting a few sample expense reports to confirm that the form is working correctly Step 2 - Link the Google Form to a Google Sheets spreadsheet Step 1 - Create a Google Form that employees will use to submit expense reports 6 steps to build an expense approval workflow using Google Sheets and Google Forms If you're new to coding, I've written a detailed tutorial on learning to code using Google Sheets and Apps Script. The basics of coding using Google Apps Script. ![]() The basics of working with Google Sheets. This tutorial assumes that you are familiar with the following concepts:Ĭonfiguring the form to accept file uploads. You can customize the code in this tutorial based on your use case and needs. In this tutorial, I will show you how to build a simple expense report approval workflow using Google Forms, Google Sheets and Google Apps Script. There is a better way to do this and that is through automation! The result is an inefficient and error prone workflow which can cause expensive mistakes to occur. In many companies, these workflows are ad hoc and leverage emails, spreadsheets and manual processes. If the expense report is approved, the company reimburses the employee. ![]() These expense reports get sent to a designated approver who then decides whether to approve the expense or not. When employees make a purchase for work, they can submit it to the company for reimbursement. A common example of an approval workflow is the expense report approval workflow. A workflow is a mechanism to ensure there are checks and balances in the system. Organizations usually create different types of approval workflows to ensure compliance with company policy or law. Expense approval workflow using Google Forms and Apps Script
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