Expense Report


Bring coordination to your expense reports management through Pipefy´s Expense Report Template. Using email templates automatically inform members involved in the expense about where it is and what it needs in order to move forward.

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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. Person responsible
  2. Email
  3. Department
  4. Expense identification
  5. Expense category
    • Air & Transport
    • Lodging
    • Fuel/Mileage
    • Phone
    • Meals & Tips
    • Entertainment
    • Other
  6. If “other”, please specify.
  7. Expense description
  8. Amount
  9. Documents related to the expense

Expense review

  1. Reviewer
  2. Reviewer’s email
  3. Expense approved
    • Yes, move to”Reports approved”.
    • No, move to “Adjustments needed”, and leave “Refund fund” blank.
    • No, move to “Expense refused’ and fill the “Reason for refusal” field.
  4. Refund date
  5. What is the issue with this Expense Report?
  6. What are the necessary adjustments?
  7. Reason for refusal

Adjustments needed

  1. Modified Expense Report

Second Review

  1. Is the modified Expense Report approved?
    • Yes
    • No

Expense approved

Approved after second review

Expense refused

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