Advance Help Center

The AdvanceCM Expenses Automation Autopilot Wizard automates actions based on expense status changes, including:

These automations streamline expense processing, improve efficiency, and ensure timely and accurate financial record-keeping.

Accessing the Expenses Automation Autopilot Wizard

Navigate to the Automations option in the top menu bar.

Click the Autopilot Wizard button.

Select the Expenses option on the Autopilot overlay to view all available expense automation options.

This tab handles automations when a new expense is created. Available actions:

Notify the guest via email — Select an email template to send to the guest. A default template will be pre-filled when this toggle is enabled.
Notify AdvanceCM users via email — Select multiple users to notify. Once enabled, an email template will be automatically drafted in AdvanceCM. You can edit the template or select a different one by clicking the Template button.
Automatically approve expenses — Set a threshold amount, and any expense below this amount will be automatically approved.

2. Approved Tab

This tab handles automations when an expense is approved. Available actions:

Set the expense status to Paid.
Notify AdvanceCM users via email — Select multiple users to notify. Once enabled, an email template will be automatically drafted in AdvanceCM. You can edit the template or choose a different one by clicking the Template button.

3. Denied Tab

This tab handles automations when an expense is denied. Available actions:

Set the expense status to Unpaid.
Notify AdvanceCM users via email — Select multiple users to notify. Once enabled, an email template will be automatically drafted in AdvanceCM. You can edit the template or choose a different one by clicking the Template button.

As always, please contact us with questions any time. We're happy to help.

Expenses Autopilot Wizard Overview