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.
See how this template is structured. As this is just an example, you can customize it.
This is where all reimbursement requests will arrive: assign them to their designated approver as soon as possible!
1. Responsible for approving
Reimbursement requests must be approved in 1 day or less so they can move forward and the payment can be processed.
1. Do you approve this reimbursement request?
Approved reimbursement requests pending payment.
1. Payment method
- Bank wire
2. Payment date
3. Additional info
Done and done: reimbursed expenses!
Old things and denied reimbursements…