Scope Document for Financial Workflow Management Tool

Product Brief

High Level Overview: The tool is designed to manage and synchronize employee financial workflows with accounting systems like QuickBooks and Xero. It targets all organizational members, enabling them to submit, manage, and track financial workflows efficiently.

Product Information

• The tool will be developed as a responsive web application, ensuring usability across both mobile and desktop platforms.
• It will support both iOS and Android for mobile access.
• The design will emphasize a modern, minimalist aesthetic with a focus on blues and greys.
• Functionality will remain consistent across all platforms, ensuring a seamless user experience.

Users

Role	Description
Team Member	Can add and view their financial workflows.
Team Lead	Can add, view, and approve level 1 workflows for team members.
Financial Admin	Can add, approve (level 2), and process payments for workflows.
System Admin	Has full access to manage user roles and system-wide settings, with visibility over all activities.

Pages

Page Name	Description
Workflow Submission	Page where team members can submit their financial workflows.
Approval Queue	Page where team leads and financial admins can review, approve, or reject workflows.
Admin Dashboard	Dashboard for system admins and financial admins to manage users, view reports, and configure settings.

High-level Features

Feature	Description	User	Associated Page
Submit Workflow	Team members submit financial workflows for approval.	Team Member	Workflow Submission
Approve Workflow	Team leads review and approve/reject workflows.	Team Lead	Approval Queue
Process Payment	Financial admins finalize approvals and process payments.	Financial Admin	Approval Queue
Manage System	System admins manage system settings and user activities.	System Admin	Admin Dashboard

Workflows

Workflow Submission: Team members submit workflows by entering details manually. They must provide relevant documentation or reasons for the absence of such documentation.

Workflow Approval: Team leads verify workflows against project budgets, while financial admins check for compliance with organizational policies.

Other Notes

• Email notifications will be sent to team members, team leads, and admins when workflows are submitted or require action.
• Automated mileage calculations using Google Maps will be based on provided zip codes.
• Daily limits for workflows will be set by the system admin in the application settings.
• Authentication will require a username and password.