Here’s a general overview of how Rindegastos works, digitizing 100% of expense management in your company.
Topics you’ll find in this article:
Expense creation and review process
Rindegastos is a platform designed to optimize business processes and simplify employees' lives, allowing them to focus on what truly matters.
Before you start using Rindegastos, it’s important to have a general idea of how it works. The process is simple: expenses are created and then go through a review workflow based on company policies, which have been pre-configured in the platform.
In other words, the process consists of two main stages, executed by specific user roles, with policies set up according to each company’s needs.
User roles
In Rindegastos, there are three roles with different responsibilities within the platform:
Administrator: This user has the permissions needed to configure Rindegastos to fit your company's needs, such as creating users, setting up policies, configuring review workflows, and defining expense categories, among others. Additionally, this role can view reports and export information on all company expenses.
Approver: This role defines users who participate in the review workflows set up by your company. Approvers can view, approve, and/or reject expenses submitted by Submitters.
Submitter: By default, all users have the Submitter role. This role allows users to create their expenses and then submit them for review according to the review workflows configured by your company.
Stages of the expense reporting process
There are two stages. The first stage involves the Submitter creating or recording expenses and then submitting them. The second stage is the review of the expenses, where the configured Approvers can approve or reject the expenses sent by the Submitter.
To report expenses in Rindegastos, the Submitter should do the following:
Register the expenses in their Rindegastos account, attaching an image and all required information such as supplier, total amount, date, among others.
Create a new Expense Report that includes all necessary expenses and submit it to the review workflow configured by your company.
Once the Expense Report is submitted, it is transferred to the first Approver configured by the company. The Approver can review the Report and all the expenses within it to approve or reject those that do not comply with company policies. After the review, the Approver can forward the Report to the next Approver or finalize it if they are the last Approver in the review workflow.
💡 Note: In the review workflow, it’s advisable to include a user from the accounting department as the final Approver so that they can download the information and record it in the company’s accounting system once the review is complete.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!