Expense Management

This app is a native mobile solution to expense management, allowing users to create, send, and approve expenses and reports on the go.

Role
Design Lead

Index

infor expense tab feature

Task FLows

The initial release of the app contained a lot of "back and forth" workflows, stunting the feeling of progress. My goal for the next milestone release was to surface as many interactions as possible for faster filling.

In testing, users expressed that filling out fields inline as opposed to on a separate sheet helped with a feeling of forward progression. Interactions that required more than two taps were into modals rather than their original sheets to keep the workflow feeling linear.

The UI also needed some attention to reduce some of the cognitive overload that comes with high-density forms. I redesigned a few of the components to add some white space and aid with scanability, and added tabs to surface document attachments.

expense-creation-flow
infor expense tab feature

Receipts were formerly hidden within an expense line item. Because many customer business rules placed an emphasis on attaching reciepts, I surfaced them in a tab.

infor expense inline picker feature

Previously, lists of any size were stored in a drill-down within a line item. I implemented logic that surfaced any list with less than 10 items as an inline picker.

infor expense modal feature

For lists with more than 16 items, I implemented a searchable list modal. This let users type-to-select items within the list without interrupting the workflow.

New Features

One of the biggest asks from our customers was the ability to approve expense reports on the go. This feature needed to be a mobile-friendly adaptation of a complicated workflow and scale with the countless configurations of different customer environments.

The manager approval workflow is entirely dependent on business requirements mandated by the customer — this flowchart is an example of one customer’s specific environment with a report containing generic expense types.

manager-approvals-workflow

Since the workflow of the manager approvals feature is so dynamic, the interface is open to a lot of change between customer environments. It was important that components were modular so that they could be taken in and out of context without compromising functionality. This happened to be successful in testing too — users preferred the surfaced, discoverable actions that came along with a modular design.

infor expense manager approval feature