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Spend workflows and approvals

Learn how to set up custom workflows in Perk, accelerating expense and invoice approval and simplifying tracking.

  • Troubleshooting workflows
  • Invoice workflows
  • Expense workflows

Articles

  • Getting started with the workflow designer
  • Workflow templates
  • Workflow library
  • Status nodes in Perk workflows
  • Create or upload a workflow
  • Cost object approval strategy
  • Delete a spend workflow
  • Activate a spend workflow
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