Expense Report Free Template

#Finance & Procurement #automation #expense control

Leave paper forms in the past. Automate the sending of receipts and reports, and get approvals quickly from finance managers, ensuring no detail gets skipped or missed.

Expense reporting made easy

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.

Be on the top of your expense control

Never miss a penny

Gain full visibility over expenses and keep track of deadlines, priorities and SLA attainment.

Ensure an error-proof operation

Avoid human-related errors by automating manual tasks and easily integrate your workflow with any other system.

Gather approvals faster

Get approvals quickly and automatically, ensuring expense confirmations are not a bottleneck for your team.

Collect expense requests in a single place

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.

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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.

Never leave a demand unsolved

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.

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Track, measure and deliver outstanding reports

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.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Finance and Purchasing Teams love Pipefy

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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Expense Report Template

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