Finance
Expense Approval Template
Expense approval process in 4 stages — from request to payment — with value thresholds, segregation of duties and audit trail.
4 stages · SLA: 1-3 dias por etapa
Free. No credit card. Setup in minutes.
Process stages
1
Request
2
Threshold-based approval
3
Financial verification
4
Payment
Included fields
- Expense type
- Amount
- Vendor
- Cost center
- Justification
- Invoice/receipt
- Approver per threshold
- Decision
- Payment details
- Payment receipt
Automations
- Automatic routing by value threshold
- SLA alerts for approval
- Finance notification after approval
- Segregation of duties (requester ≠ approver)
How it works
1
Create your free account
Sign up in less than 1 minute. No credit card, no commitment.
2
Install the template
Find it in the marketplace and install with one click. All fields and automations come pre-configured.
3
Start using it
Open your first case and track the process from start to finish with timeline and traceability.
Start using this template now
Expense approval process in 4 stages — from request to payment — with value thresholds, segregation of duties and audit trail.
Free. No credit card. Setup in minutes.