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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