Expense Reimbursement Free Template

Stop chasing information around when executing your Expense Reimbursement requests. Use Pipefy’s template to standardize the way requests are created so that all mandatory information is made available at the beginning of your process.

Empower your team by centralizing all requests, invoices, audits, and approval,  making execution easier and more streamlined, and visualizing the whole flow in a single place.

Ensure team productivity by tracking every step of your financial workflow and monitoring deadlines.

Get rid of paper forms, spreadsheets and numerous emails to manage your expenses. Move faster and smarter by collecting all of the information you need at the request level.

Through service Portals and digital forms, you can ensure that the finance team has all of the required data they need to get started on a reimbursement and can notify other departments of reimbursement policies before sending new orders.

Gain full visibility of your expense reimbursement process, ensuring your team is accountable for deadlines, understands priorities, can get timely approvals and receives automatic assignments. Access real-time data while managing orders and follow streamlined, error-proof procedures – from screening new orders to finally closing the book.

Minimize errors and save time by automating emails and updates like payment approvals or sending receipts to other departments.

By using this template, you get access to a tailor-made Dashboard. Track finance-related KPIs, like lead cycle time, total spent vs. total budget, request by company area, and many others.

Allow technology to do the heavy lifting and gather essential indicators to explore the team’s bottlenecks or areas for improvement.