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Finance template

Budget request workflow template

Ask for extra budget, have finance analyse it and get a decision from the board.

4 steps 15 fields
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Explain what the money is for.

    6 fields in the request form
    • Department * Text
    • Needed from Date
    • What is it for? * Long text
    • Planned spending *Columns: Item, Type, Amount Table
    • Total requested Calculated
    • Expected result *What does the company gain from it? Long text

  2. Finance analysis

    A person or team you choose

    Finance checks the available budget and gives a recommendation.

    Due in 3 days (business time)
    4 fields
    • Budget available in the area Amount
    • Recommendation *Approve in full, Approve partially, Do not approve Choice
    • Recommended amount * Amount · when needed
    • Analysis * Long text

  3. Board decision

    A person or team you choose

    The board approves or rejects the request.

    Approval: Approvers you choose Due in 5 days (business time)
    2 fields
    • Approved amount * Amount
    • Notes Long text

  4. Release the budget

    A person or team you choose

    Finance makes the budget available.

    Due in 2 days (business time)
    3 fields
    • Cost center * Text
    • Released on * Date
    • Notes Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

More finance templates

Purchase request

Ask for something to be bought, get it approved and track the order until it arrives.

Request → Director approval → Place the order → Confirm delivery

Travel advance and expense report

Ask for an advance before the trip; after the return date the traveler reports the expenses and finance settles the difference.

Request → Advance payment → Trip → Expense report → Settlement

Purchase order with approval limits

Small purchases go straight through, larger ones need the manager, and the biggest go to the board. The purchase order PDF is issued at the end.

Request → Purchasing

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template