Employee reimbursement request
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
Employee reimbursement requests are often handled through spreadsheets and emails, which is both slow and inefficient, but automation improves this process.
There are two forms involved in the process: one for the employee to complete, and one for accounts payable (AP). There’s also a flexible line-item section for the employee to add each expense and attach a receipt. The amounts are totaled automatically by category.
The process is straightforward, requiring only the employee’s manager to approve; however, it’s possible to add additional approval steps.
Forms
Process
