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Communication

Remizen + Microsoft Teams Integration

Stay aware of expense requests and approvals without changing your usual communication habits.

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

Connect Remizen with Microsoft Teams

Microsoft Teams is used for team communication. Keep expense conversations close to the team. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Microsoft Teams

For organizations that use Microsoft Teams, a potential workflow could focus on helping reviewers follow up on requests without losing context. 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 Teams use case with the people who review spending: Surface spending updates.
  • Plan how to coordinate with approvers using the relevant notification recipients, message visibility, and approval privacy, and decide who would own each handoff.
  • Before implementation, validate the proposed process to reduce missed handoffs against your approval policies.

Workflows

  • Surface spending updates
  • Coordinate with approvers
  • Reduce missed handoffs

Data and workflow considerations

  • Review notification recipients, message visibility, and approval privacy before defining a Microsoft Teams workflow.
  • Determine whether Microsoft Teams data needed for helping reviewers follow up on requests without losing context may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.