Your First 20 Expense Report Stories (Well, Just the Titles)… On Us!
It is our mission to get our customers moving from idea to build, and through to value realization as efficiently as possible. One of our guiding principles? It’s always easier to react to something than to start from a blank page. That’s why we’re giving you a jump start: a curated list of user story titles for setting up Expense Reporting completely free.
These titles are designed to reflect the end-to-end workflow, from employee submission to manager approval, auditing, and reimbursement.
Of course, a title is just the beginning. To drive real outcomes, you’ll need well-structured stories with clear acceptance criteria, test cases, and stakeholder alignment. That’s where we come in. Let’s build it together — reach out to get started!
In-Take - Expense Submission
As an employee, I want to submit an expense report with multiple line items
As an employee, I want to attach receipts to each expense line item
As an employee, I want expense categories to auto-populate based on company policy
As an employee, I want to view the status of my submitted expense reports
As an employee, I want to duplicate or copy a previous expense report for faster entry
Compliance and Access Control
As a system, I need to require specific worktags for each expense line item
As a system, I need to validate expense types against company policy limits
As a system, I need to flag expenses submitted outside of policy rules
As a compliance officer, I want to receive alerts for out-of-policy submissions
Manager Approvals and Routing
As a manager, I want to review and approve submitted expense reports
As a manager, I want to see attached receipts and comments before approving
As a system, I need to route approvals based on supervisory org and expense amount
As a delegate, I want to submit expense reports on behalf of another employee
Reimbursement Processing
As a payroll admin, I want to trigger reimbursement after final approval
As an employee, I want to receive notifications when reimbursement is processed
As a system, I need to process reimbursements according to pay schedule
Reporting & Auditing
As a finance analyst, I want to generate reports on expense trends by department
As an auditor, I want to search for expense reports with missing receipts
As a business partner, I want to track expense report cycle time from submission to payment
As a controller, I want to reconcile expense reimbursements against GL accounts
