Employee Reimbursement Request

This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of this page. Directions for importing processes.


Employee Reimbursement Requests are often handled through spreadsheets and emails, which is pretty slow and inefficient. We drastically improved the process with some automation.

There are two forms involved in the process, one for the employee to complete and one for Accounts Payable. We included a flexible line-item section for the employee to add each expense and attach a receipt. The amounts total automatically by category.

The process is straightforward, requiring only the employee's manager to approve. Additional approval steps can easily be added of course.

Forms

employee-reimbursement-form.jpg

ap-detail-form.jpg

Process

employee-reimbursement.GIF

Note: Right-click on the button and then select "Save Link As" to download the .JSON file and avoid opening the file in your browser.

Download the Process