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Productivity

Remizen + Microsoft 365 Integration

Work with expense information alongside the tools your team already uses.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Microsoft 365

Microsoft 365 is used for documents and everyday team work. Bring spending context into everyday work. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Microsoft 365

For organizations that use Microsoft 365, a potential workflow could focus on keeping supporting expense context accessible to reviewers. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Microsoft 365 use case with the people who review spending: Keep finance workflows close to daily work.
  • Plan how to support familiar collaboration patterns using the relevant document access, ownership, file retention, and review permissions, and decide who would own each handoff.
  • Before implementation, validate the proposed process to make spending context easier to find against your approval policies.

Workflows

  • Keep finance workflows close to daily work
  • Support familiar collaboration patterns
  • Make spending context easier to find

Data and workflow considerations

  • Review document access, ownership, file retention, and review permissions before defining a Microsoft 365 workflow.
  • Determine whether Microsoft 365 data needed for keeping supporting expense context accessible to reviewers may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.