How to Make an Expense Approval Process in Zapier

How to Make an Expense Approval Process in Zapier

Hey buddy,
So, I heard you wanna make your life easier with this whole expense approval process thingy using Zapier? Oh boy. This is gonna be a wild ride. Like, who knew managing money could be so… exciting? Grab some popcorn cause we’re diving in!

Step One: What the heck is an expense approval process?
Okay, before you start fiddling around like a monkey on caffeine, let’s get this straight. An expense approval process is like having a checking system for when someone wants to spend money. You know, like when your friend says they want to buy that $300 limited edition toaster. Do you approve that? Probably not! So, in Zapier, we’ll set up a robot helper who says “yes” or “no” before anyone spends any cash. Fun right?

Step Two: Sign Up for Zapier
First thing’s first dude, get yourself a Zapier account if you don’t already have one. It’s super easy. Just go to zapier.com and sign up faster than you can say “I don’t need another toaster!” They got free options too so don’t worry about emptying your wallet just yet.

Step Three: Connect Your Apps
Now we gotta connect all the apps you use for expenses. Like Gmail, Slack or whatever floats your boat. It’s like setting up online dating but with apps instead of people. You wanna make sure they all swipe right on each other so they can talk nice and smooth down the line.

Step Four: Create Your Trigger
Here comes the fun part! You need to decide what makes this process start! Maybe it’s when someone fills out an expense form or sends an email asking for cash dough? Choose something good and spicy! For example,” Every time I receive an email saying somebody wants money…” That’ll get things rolling!

Step Five: Add Conditions Like A Boss
Okay listen up – This step is kinda like being a parent but way less drama. Set conditions for whether the expense gets approved or not based on set criteria! If it’s under $50 just give them the green light faster than lightning! If it’s more than that? Time to bring out the big guns and ask questions! “Why do you need a yacht?!”

Step Six: Notify The Right People
Time to let everybody know what’s going down! When someone submits their request, Zapier will send notifications louder than my aunt at Thanksgiving dinner! Set it up so whoever needs to approve the expenses gets pinged on Slack or email or even carrier pigeons—whatever works!

Step Seven: Track Everything Like Sherlock Holmes
You’re doing awesome! Now keep track of those requests because things can get messy. Create a Google Sheet where every expense goes into like you’re keeping score at a game night with friends. This way if there are questions down the road (like “What did I spend MY money on?”), you’ll have all your answers handy without crying in confusion.

Fun FAQ Section

Question: Can my cat approve expenses too?
Answer: Only if you want very questionable purchases… like 10 laser pointers.

Question: What happens if I mess something up?
Answer: Relax dude! Zaps can be edited anytime… It won’t break internet or anything dramatic like that.

Question: Do I need a PhD in tech stuff for this?
Answer: Nah man, if you can text me about tacos then you’ve got all the skills needed!

Question: Can more than one person approve stuff?
Answer: Totally! Just invite them over to Zapier and let them join the party!

Question: How long does it take to set this up?
Answer: Like making instant noodles… quick but will require some patience!

Question: What if I just forget everything by tomorrow?
Answer: No sweat – save it as notes in your phone and read along while making breakfast next day…

Question: Will my boss love me after this process is done?
Answer: There might be some pizza parties involved… who knows?

And there ya go buddy…you’ve just leveled-up your life with some fancy automated magic using Zapier! Celebrate with some well-deserved snacks (and maybe pay attention when buying those). Now go forth and conquer those expenses like a boss—even if it’s only in video games where “money” doesn’t matter at all.