Remizen + Ivalua Integration
Assess employee expense claims against sourcing rules while keeping records and controls separate.
This describes a possible workflow, not an active or official connection.
Connect Remizen with Ivalua
Ivalua is used for purchasing and supplier processes. Make room for expense context alongside source-to-pay governance. Any connection would need to be designed, validated, and made available before teams could use it.
Expense management with Ivalua
For organizations that use Ivalua, a potential workflow could focus on comparing purchase approvals with the resulting spend. The right approach depends on the records available, your internal policies, and how your team reviews spending today.
How it works
- Scope a proposed Ivalua use case with the people who review spending: Could categorize spend for policy review.
- Plan how to could preserve employee-expense context alongside purchasing workflows using the relevant supplier records, purchase orders, invoice references, and approvals, and decide who would own each handoff.
- Before implementation, validate the proposed process to could support a checklist for procurement-related documentation against your approval policies.
Workflows
- Could categorize spend for policy review
- Could preserve employee-expense context alongside purchasing workflows
- Could support a checklist for procurement-related documentation
Data and workflow considerations
- Review supplier records, purchase orders, invoice references, and approvals before defining a Ivalua workflow.
- Determine whether Ivalua data needed for comparing purchase approvals with the resulting spend may be shared, and how long it should be retained.
- Test exceptions and manual review paths before relying on any proposed connection.