Expense Report

Template

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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