Travel Expense Reimbursement Request Template

This workflow allows employees to inform their employer of expenses incurred for company business. This also allows management to clearly view the expenses in an organized way and approve or deny reimbursement of the charges.

Travel Expenses reimbursement request template

When expenses are incurred for company business, management needs an organized straightforward way to view it. The process begins with the statement of reimbursement, and the employee filling out the information for a specific purchase.

They will include the item information as well as the purpose for purchase. The dates and receipts or other documentation are added and submitted. If items are pre-approved, documentation is provided, and the total cost is below a certain limit, the amount is automatically reimbursed.

If above the limit, management will then review the amount and determine if it should be approved. If the amount is above the approved limit it will need to be approved by a director. When approved, all expenses will be sent to the accounting department to reimburse.

Travel Expense Reimbursement workflow

Process description

Travel Expense reimbursement request form is digitally filled by employee. Receipts and details if needed are added to the form.

Supervisor receives request and approves or denies with a click. Alternatively rules can be applied to authorize or deny automatically.

If approved, the finance department will receive an automatic notification with all needed details to make reimbursement.

The employee receives notification regarding the status of his/her request.

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