Build Your Own Expense Workflow in 30 Minutes | monday.com Tutorial

This tutorial details how to implement an end-to-end expense management software system within monday.com. We cover the entire expense approval process, from initial request to manager review and finance sign-off. Learn how this approval workflow streamlines operations and provides powerful insights through a live dashboard, making expense tracking efficient and transparent.

Learn how to build a complete expense reimbursement workflow in monday.com, from form design and automation setup to a live dashboard providing real-time insights on expense volume, cost breakdown, and processing speeds.

In this tutorial you’ll see:
• How to build a full expense process with automations from request → approval → paid.
• How to design a dynamic dashboard with charts, distribution views, and formula widgets.
• How leadership and finance teams get live visibility into expense data.
• Practical tips for automating review cycles and tracking turnaround time.

👇 Want a custom workflow designed for your team?
Book a free discovery call with Workflow Magic — we’ll scope your process and help you implement a tailored solution. https://workflowmagic.co/lets-get-sta...

Chapters
00:00 – Recap of expense workflow & end-to-end loop
00:30 – Starting the dashboard build
01:10 – Adding bar chart: requests by month
02:05 – Expense totals by month
02:55 – Expense type distribution (pie chart)
03:40 – Status overview (request stages)
04:30 – Average days from request → approval (formula widget)
05:10 – Average days from request → payment (formula widget)
05:50 – Putting it all together for live insights
06:30 – Workflow wrap-up: form → board → dashboard

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