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.

Use template now
template store defaut

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Requester's name

  • 2. Requester's email

  • 3. Phone

  • 4. Requester's department

Travel details

  • 1. Travel destination

  • 2. Travel purpose

  • 3. Departure date

  • 4. Return date

  • 5. Total expenses

  • 6. Cash advance (if any)

  • 7. Claim amount

  • 8. Payment method

    • Check
    • Transfer to salary account

Expense details

  • 1. Travel expenses

  • 2. Total amount (travel expenses)

  • 3. Attach travel bills.

  • 4. Food expenses

  • 5. Total amount (food expenses)

  • 6. Attach food bills.

  • 7. Lodging expenses

  • 8. Total amount (lodging expenses)

  • 9. Attach lodging bills.

  • 10. Parking expenses

  • 11. Total amount (parking expenses)

  • 12. Attach parking bills.

  • 13. Other expenses

  • 14. Total amount (other expenses)

  • 15. Attach bills.

Supervisor approval

  • 1. Supervisor

  • 2. Will the requested amount be paid in full?

    • Yes
    • No
  • 3. If not, justify.

  • 4. Reimbursement amount approved

Payment

  • 1. Amount approved

  • 2. Payment date

  • 3. Payment description

Done

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: