Disbursement process

Template

The Disbursement Process is one of the most important responsibilities of the accounting and finance industry when providing services to a customer. With Pipefy’s Disbursement Process Template, it is possible to standardize your process, receive requests from different locations, and control expenses for certain projects and tasks.

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Template structure

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

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  • 1. Employee

  • 2. Category of the expense

    • Transportation
    • Fuel
    • Meals
    • Hotel
    • Other
  • 3. Expense amount

  • 4. Expense date

  • 5. Details

  • 6. Attach the receipt.

  • 7. Client

  • 8. Project/task

Backlog

  • 1. Analysis assignee

  • 2. Payment priority

  • 3. Request ID

  • 4. Do we have all necessary information to proceed to approval?

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

Approval

  • 1. Approval assignee

  • 2. Do you approve this request?

    • Yes
    • No
  • 3. If not, what's the reason?

Payment

  • 1. Payment method

    • Money
    • Check
    • Bank deposit
    • Other
  • 2. Payment date

  • 3. Has the payment been made?

    • Done

Done

Not approved

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