Expense Report Free Template

Take the complexity of manual tasks out of your financial workflow. Pipefy’s Expense Report template allows you to run a streamlined operation – from collecting receipts and approving payments to completing refunds, all in a single place. Maintain full visibility of the team’s current tasks, approvals and deadlines.

Automate the steps you want, by your own rules, ensure an impeccable workflow – and gain time to work on more strategic activities. Analyze your results to identify possible bottlenecks and explore improvements.

Collect reimbursement requests and itemize costs related to travels, events and other work commodities. From shareable forms and service portals to integrations, you decide how to gather stakeholders’ inputs, ensuring they follow the same standardization and are centralized on a single platform.

Highlight financial policies to avoid non-refundable orders and choose mandatory information, so no essential detail gets skipped. Your finance team receives all of the information they need to get started and all in a single place.

Ensure an impeccable Expense Report process by following an error-proof standard of execution. Review requests, automate your workflow to incorporate quicker approvals and send updates to stakeholders about their refunds without toggling between multiple tools and databases.

Gain full visibility over each request’s cycle time, due dates and guarantee that no request is left unsolved. Create custom SLA alerts or labels to identify your priorities and improve team collaboration by keeping track of who is assigned to handle each expense.

Easily track, measure and deliver a flawless expense report process. Through Pipefy’s Dashboards, access tailor-made charts with suggested metrics for financial reporting.

Analyze key indicators, like lead cycle-time, expense requests by the company’s department and many others, and export what you need to explore valuable, cost-saving solutions with your team.