Expense Reimbursement Template


Pipefy’s Free Expense Reimbursement Template was specially designed to simplify your team’s expense reporting, centralising all the information and helping your company’s teams coordinate their reimbursements.

Using Pipefy to manage your expense reports and reimbursements will make life a lot easier: reimbursement requests can be easily opened with all the information necessary for their appropriate treatment and they’re centralized in one place, making it a lot easier to follow up on them.

Process template by Team Pipefy

Why use the Expense Reimbursement Template?

  • Keeps all your expense reporting and reimbursement requests neatly standardised and centralised in one place
  • Ensures all the information your team may need to respond appropriately will be provided and in one place, saving time and effort
  • Offers a simple timeline view of all reimbursement requests and its status, allowing for easy reporting to all those involved

Expense Reimbursement Start Form

  • What’s your name?
  • What did you spend on?
  • How much did you spend?
  • Expense category
    • Other
  • Attach the invoice



This is where all reimbursement requests will arrive: assign them to their designated approver as soon as possible!


Reimbursement requests must be approved in 1 day or less so they can move forward and the payment can be processed.


Approved reimbursement requests pending payment.


Done and done: reimbursed expenses!


Old things and denied reimbursements…