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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Employee
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2. Category of the expense
- Transportation
- Fuel
- Meals
- Hotel
- Other
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3. Expense amount
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4. Expense date
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5. Details
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6. Attach the receipt.
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7. Client
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8. Project/task
Backlog
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1. Analysis assignee
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2. Payment priority
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3. Request ID
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4. Do we have all necessary information to proceed to approval?
- Yes
- No
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5. If not, what is missing?
Approval
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1. Approval assignee
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2. Do you approve this request?
- Yes
- No
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3. If not, what's the reason?
Payment
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1. Payment method
- Money
- Check
- Bank deposit
- Other
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2. Payment date
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3. Has the payment been made?
- Done