Showing posts with label Interface improvement. Show all posts
Showing posts with label Interface improvement. Show all posts
Process owners of expense report workflows might have to assume that expense reports sometimes must be submitted by proxy (Task 1. Report Expense). Although they may understand how busy sales staff and managers are, they will still want them to at least try to submit the reports themselves.

When this sort of complicated feeling exists, we suggest adding a cautionary note.(Spin-off of "How an Application Form Should Look (Expense Report Sample)")


[Expense Report <Notes - HTML Form>: "1b. Confirm" screen]

You probably don't have to frequently change the flow of your expense report workflow, but it's probably beneficial to think about making the interface more user-friendly with explanations and layout adjustments.

Today let's look at a way to improve the interface of an expense report workflow that allows application by proxy.