Se rendre au contenu

Connaissances

Lynx Knowledge - Expense Integration

Link knowledge articles to expenses

lynx_knowledge_expense · v19.0.1.0.0 · Premium

What this solves

Lynx Knowledge - Expense Bridge

Bidirectional knowledge linkage between Lynx Knowledge articles and Expense: Expense records gain a "Related Articles" pane, articles gain a list of expense reports they apply to, and the team stops searching for the runbook every time something happens.

Most expense questions have already been answered in writing. The problem is finding the right article when you need it. This bridge adds many-to-many links in both directions so expense records surface expense policies and procedures, and articles list the expense reports they govern - without copy-pasting URLs into chatter.

Key Features

  • Expense record linking - Expense forms gain a Related Articles section.

  • Article linking - Knowledge articles gain a list of linked expense reports.

  • One-click jump - clicking through either direction opens the linked record.

  • Multi-link support - many articles per record and many records per article.

  • Audit-friendly - the linkage stands up in compliance reviews where "what document governs this expense record?" must be answered quickly.

Auto-Installation

Installs automatically when both lynx_knowledge and hr_expense are present. Bridges your knowledge base with expense records so the SOP and the work live next to each other.

Integrates With

  • lynx_knowledge - the article engine.

  • hr_expense - the expense module being bridged.

Try Lynx Knowledge - Expense Integration on your team.

Free trial, no credit card. Talk to sales when you're ready.