Travel reimbursement management
Template
Pipefy’s Travel Reimbursement Management Template is designed to empower employees to better manage their pending reimbursements, request supervisor approval, and payment.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Requester's name
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2. Requester's email
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3. Phone
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4. Requester's department
Travel details
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1. Travel destination
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2. Travel purpose
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3. Departure date
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4. Return date
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5. Total expenses
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6. Cash advance (if any)
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7. Claim amount
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8. Payment method
- Check
- Transfer to salary account
Expense details
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1. Travel expenses
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2. Total amount (travel expenses)
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3. Attach travel bills.
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4. Food expenses
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5. Total amount (food expenses)
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6. Attach food bills.
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7. Lodging expenses
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8. Total amount (lodging expenses)
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9. Attach lodging bills.
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10. Parking expenses
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11. Total amount (parking expenses)
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12. Attach parking bills.
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13. Other expenses
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14. Total amount (other expenses)
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15. Attach bills.
Supervisor approval
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1. Supervisor
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2. Will the requested amount be paid in full?
- Yes
- No
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3. If not, justify.
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4. Reimbursement amount approved
Payment
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1. Amount approved
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2. Payment date
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3. Payment description