Expense Reports

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Expense Reports
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How to Explain a Process with a Storyboard

By Aaron Sherman

Work and life are full of processes, and as a general rule people do not like reading long, boring checklists. Process storyboards are helpful to educate people and to look for opportunities to reduce steps.




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Storyboard Description

Expense reports may be a pain to fill out, but failing to do so is quite costly. This story walks through some common steps in the process. Notice how the boss casually slips in critical timeline parts.

Storyboard Text

  • That's exciting about your first work trip! Before the trip you need to open a purchase request.
  • Purpose Cost
  • Submit
  • Welcome back! I forgot to tell you, but you need to scan all your receipts when you enter your report.
  • Item Cost
  • Upload Receipt
  • 
  • Just received your expense report. I think you missed one hotel entry. Fix it and I will approve.
  • Sweet! My check arrived!
  • One week later...
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