Expense Claim Request

Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Claim Request (Sample).pdf

7 steps 6 automations

Import this template free

Process steps

File your claim

1 days from previous step

task

Please read our expense claim policy first.Share as much detail as possible please.

Form fields in this step

First name

Last name

Date of purchase/expense

Add more details here

Attach receipt

How much is the total claim for?

Select your department

1 days from previous step

task

Form fields in this step

Which department do you work in?

Sales manager approval

4 days from previous step

task

Please review and approve claim for :Employee: {{first-name-7643846}} {{last-name-7643849}} Expense date: {{date-of-purchase-expense-7643847}} Notes/Other Details: {{add-more-details-here-7643845}} Receipt for review: {{attach-receipt-7643848}}

Form fields in this step

Do you Approve?

If not approved, please add notes here.

IT manager approval

4 days from previous step

task

Please review and approve claim for:Expense date: {{date-of-purchase-expense-7643847}} Employee: {{first-name-7643846}} {{last-name-7643849}}

Form fields in this step

Do you approve?

If not approved, please add details here.

HR manager approval

4 days from previous step

task

Please review and approve claim for:Expense date: {{date-of-purchase-expense-7643847}} Employee: {{first-name-7643846}} {{last-name-7643849}}

Form fields in this step

Do you approve?

If not approved, please add details here.

Claim not approved

9 days from previous step

task

Dear {{first-name-7643846}} ,Your claim for expense made on {{date-of-purchase-expense-7643847}} has not been approved for the following reasons: {{if-not-approved-please-add-notes-7643866}} {{if-not-approved-please-add-7643858}} {{if-not-approved-please-add-7643861}} Please contact your reporting manager in case of any queries.Thank you.Finance Manager