Check request

Template

Check Requests are very important for a company’s finance and accounting organization. With Pipefy’s Check Requests Flow Template you can have a standardized way of receiving, analyzing and approving each request while keeping track of your team’s productivity and gathering reports.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Name

  • 2. Email

  • 3. Supplier

  • 4. Submit

  • 5. Ammount

  • 6. Invoice date

  • 7. Payment due date

  • 8. Invoice number

  • 9. Payment terms

Backlog

Information check

  • 1. Is all necessary information included?

    • Yes
    • No
  • 2. If not, what is missing?

Approval

  • 1. Assignee

  • 2. Is the request approved?

    • Yes
    • No

Payment

  • 1. Date of payment

  • 2. Ammount paid

  • 3. Ready to archive?

    • Yes

Done

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