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Finance template

Corporate card request workflow template

Ask for a corporate card, agree on the limit and acknowledge the usage policy.

4 steps 14 fields
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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

    Tell us what the card will be used for.

    5 fields in the request form
    • Card type *Physical, Virtual Choice
    • Monthly limit needed * Amount
    • Needed by Date
    • What will it pay for? *Travel, Software subscriptions, Advertising, Meals with customers, Supplies, Other Multiple choice
    • Justification * Long text

  2. Manager approval

    A person or team you choose

    Confirm the need and the limit.

    Approval: Approvers you choose Due in 2 days (business time)
    3 fields
    • Approved monthly limit * Amount
    • Cost center * Text
    • Notes Long text

  3. Issue the card

    A person or team you choose

    Finance orders the card and records its details.

    Due in 7 days (business time)
    4 fields
    • Last 4 digits * Text
    • Issued on * Date
    • Statement closing day Number
    • Notes Long text

  4. Receipt and policy

    The requester

    The cardholder confirms receipt and accepts the rules.

    2 fields
    • Card * Checkbox
    • Usage policy * Checkbox

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.

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