Use Case of The Week: Employee Reimbursement Request
Table of contents
An employee reimbursement request(opens in a new tab) form gives your organization a way to formalize the repayment process, document details for accounting purposes, balance operational budgets, and ensure approval for repayment. So this process must be as organized as possible to keep everything in order since this process deals with multiple departments.
Employee Reimbursement Requests are often handled through spreadsheets and emails, which is slow and inefficient. With the help of automation, this process can be handled smoothly.
Example expenses that could fit into this process for your business:
- Travel expenses
- Meals and entertainment
- Professional Development Opportunities
- Wellness Programs
There are two forms involved in the process, one for the employee to complete and one for Accounts Payable. We included a flexible line-item section for the employee to add each expense and attach a receipt. The amounts total automatically by category. The process is straightforward, requiring only the employee’s manager to approve. Additional approval steps can easily be added, of course.
Forms:
The process:
Directions for importing and the downloadable .json file are located on THIS(opens in a new tab) page.
