Financial Department Requests — Remote Work

Template

With COVID-19, companies had to move most (or all) of their operations to home office. With this scenario, it might get hard to manage all the specific financial requests that come from this change.

If the home office made your Financial Department harder to control, this template is the right choice for you. Centralize all requests, visualize what each team member is doing and make sure all demands arrive with all the information needed. With Pipefy, you increase your team’s productivity and assertiveness. 

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Template structure

See how this template is structured. Remember, this is just an example – you can always customize it.

Inbox

Receive all requests here, with all information you need to get started.

  1. Requester
  2. Email
  3. Contact phone
  4. Type of request
    • Advance payment
    • Remote work assistance
    • Bill to pay
    • Reimbursement
  5. Description
  6. Price
  7. Deadline
  8. Attachment

Approval

Delegate the approval to the person responsible for it. When someone is assigned on this step, you can set an automatic email to inform them instantly.

  1. Assignee
  2. Do you approve this request?
  3. Comments

Payment

Register here the payment information, so it’s easy to find, audit and manage it.

  1. Payment date
  2. Payment receipt

Done

Congrats! You finished a request. Archive it here and move to the next one!

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