# Expense reimbursement workflow template

> Submit what you paid out of pocket, get your manager's approval and receive the money back.

Category: Finance. 4 steps, 13 form fields.

## Steps

### 1. Expense report

Owner: Whoever starts the request.

List every expense and attach the receipts.

Fields:

- Purpose (text, required)
- Expenses (table, required): Date, Category, Description, Amount
- Total to reimburse (calculated)
- Bank account (routing and account number) (text, required)
- Receipts (files, required)

### 2. Manager approval

Owner: A person or team you choose.

Check the expenses make sense and approve.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Cost center (text, required)
- Notes (long text)

### 3. Payment

Owner: A person or team you choose.

Finance checks the receipts and pays the employee.

Due in 5 days (business time).

Fields:

- Amount paid (amount, required)
- Payment date (date, required)
- Proof of payment (files)
- Notes (long text)

### 4. Confirm receipt

Owner: The requester.

The employee confirms the money arrived.

Fields:

- Reimbursement (checkbox, required)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/expense-reimbursement