We have always had the need to tie expenses to our Workfront projects, but have found the functionality to be lacking. In particular, our organizational and governance structure requires the support of multiple teams throughout the budgeting/invoicing/payment process and no single person or team truly owns the overall process. It is also important to note, that our finance/accounting teams use a different software, so we are looking at integrations between the tools. Until then, we would like the ability to more thoroughly track our invoice process within our work management tool so everything is in one place.
Ideally, we would like expenses to be more closely integrated with requests/issues. If an expense could be submitted like an issue, it would allow us to:
- Provide a space for documents to be attached
- Attach approval processes and routing rules
- Associate statuses with the expense/invoice process
- Convert (if necessary) into an expense line item (like requests being converted to tasks); we don't actually need the conversion, but we would want these issues/requests to appear under the expenses tab like they do currently.
Additional features that we would find beneficial, with or without the scenario outlined above:
- Being able to attach documents to expenses directly
- Being able to attach approval processes and/or routing rules to expenses directly
Please upvote these related ideas in various stages throughout the Workfront community:
The only valuable solution I found in my search is to integrate with a tool outside of Adobe Workfront:
Recommendation for Expense Report software - Adobe Experience League Community - 497330
