Travel Reimbursement Management Free Template

#Finance & Procurement #automation #request management

Replace paper forms, emails and spreadsheets with smart workflows. Gain full control over your requests and make Travel Reimbursement Management easier by following an error-proof operation.

Move fast, deliver faster

Empower your team to deploy efficient and cost-saving solutions. With this template, you choose how to collect travel reimbursement requests from other departments.

Gather all information you need by sharing service portals and public forms, and ensure your requesters are updated about the status of their orders through request tracker tickets. Keep invoices, receipts, or any document in a single place, and guarantee that no details are left behind or missed in another legacy system.

Reimbursement management made impeccably

Never miss a penny

Have full visibility over accounts, SLAs and due dates, and ensure deadlines aren’t missed.

Get approvals easily

Get payment approvals quickly and automatically, and eliminate the double work.

Keep requesters updated

Keep your requesters informed about their orders without sending numerous emails or messages.

Collect what you need in a single place

Choose how to collect reimbursement requests from other departments. Service portals and public forms make it easy to gather all necessary information so your team can manage reimbursements effectively.

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With Pipefy, you can define mandatory data (such as travel purposes, departure and arrival dates, payment methods, and more) and centralize it in a single place.

Avoid delayed approvals and deliver payments faster

This template provides full visibility of reimbursement requests, from screening travel expenses to approved and complete payments. Your team can follow a streamlined operation to avoid losing information (or missing deadlines).

Reduce human errors and ensure no payment details are left behind by automating approvals from finance managers. Empower your team to focus on strategic deliveries and close the book faster, instead of wasting time with manual work.

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Measure to improve

By using this template, you get access to customized Dashboards with data extracted from your financial process. Visualize charts and analyze metrics such as total of requests per company area, total spent vs. total budget, and much more.

Keep track of relevant indicators and explore opportunities with real-time information.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Finance and Purchasing Teams love Pipefy

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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