Clear claims. Accountable follow-through.
Collect expenses and receipts, route reviews, then track finance tasks after the decision.
Close the gaps between teams.
Claims lack receipts, corrections are hard to follow, and requesters repeatedly ask where review and follow-up stand.
For teamsFinance, Accounting and budget owners
Processes you can configure
- Reimbursement and business travel
- Invoice and supporting-evidence review
- Activity budget requests
Connect the decision to what happens next.
An example process you can configure. Active steps follow the published workflow design.
- Enter expenses and attach receipts
- Manager reviews the business need
- Finance reviews or requests changes
- Staff claim the follow-up task
- Record the outcome and reference
Who takes the next step?
Use Team Queue for finance follow-up. Record reference numbers and dates, remarks and supporting documents; monitor deadlines and escalation through task SLAs.
An outcome you can trace
Requesters can follow review and operational results while keeping approval distinct from an actual funds transfer.
Business travel claim
An employee submits a travel claim with daily expenses and receipts.
This example uses illustrative data. Templates are a starting point; configure follow-up tasks and SLAs for your needs.
Information to start the review
- Trip
- Jakarta → Bandung
- Amount
- IDR 1,875,000
- Purpose
- Project site visit
Example attachment: travel-receipts.pdf
Build around your process.
Start with the right information, establish authority, then choose how to handle documents and follow-through.