Travel Reimbursement Management Free Template
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.
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.
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.
Connect Pipefy to your favorite software with ease
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