Pipefy’s Free Accounts Payable Template allows your company to have a centralized and integrated channel for all your payment requests. Make your financial department’s life a lot easier with this simple to use, intuitive and free template.
See how this template is structured. As this is just an example, you can customize it.
This is where all incoming invoices arrive – screen and assign them to the person responsible for authorising their payment.
1. Responsible for authorizing
2. Due date
3. Contact name
4. Contact email
5. Contact phone
6. Auto assign a team member to this phase
Verify all the information on the invoice – what’s being purchased, amount, prices and the real need for the expenses,
1. Approval
2. Observations
3. What to do next
Approved payments waiting to be processed. Determine the preferred payment method and date.
1. Payment method
2. Payment date
Processed payments, all done!
Rejected payments.