- Finance Request TrackerUse a finance request tracker to monitor amounts, budget owners, approval status, evidence, payment or reimbursement follow-up, and holds.
- Budget Approval App TemplateUse a budget approval app template to route requests by amount thresholds, budget owners, exception reasons, due dates, evidence, and status dashboards.
- Expense Approval Workflow TemplateApprove expenses with employee details, receipts, policy checks, approver routing, returned reasons, reimbursement status, and audit trail.
Use Case
Finance Approval Templates
Start here for budget, expense, payment, CapEx, reimbursement, AR follow-up, and finance approval workflows that need stronger control.
- Route budget, spend, payment, CapEx, and reimbursement decisions with clear review ownership.
- Capture supporting files, business reason, exception notes, and due dates before finance work reaches approval.
- Keep approval records visible for follow-up, exception handling, AR status, and operational audit trails.
Finance teams formalizing approval routing across spend and accounting workflows.Controllers who need better visibility into budget, payment, and journal decisions.Operations teams handing requests into finance with cleaner supporting data.
Overview
Why teams start here
This use case is designed for finance-driven review work. It combines request, approval, and record-control templates that help finance teams keep decisions consistent while preserving the supporting context, approver routing, exception reasons, due dates, and status history behind each transaction.
Route budget, spend, payment, CapEx, and reimbursement decisions with clear review ownership.
Capture supporting files, business reason, exception notes, and due dates before finance work reaches approval.
Keep approval records visible for follow-up, exception handling, AR status, and operational audit trails.
Templates
Templates in this use case
Explore 29 templates you can preview, copy, and adapt for this workflow.
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Back Office Controls
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AP Invoice Approval Workflow / Invoice Request / Accounts Payable Tracker9 templatesApproval Workflow Software for Requests, Rules, and Audit Trails
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Purchase Order Approval / Budget Approval App Template / Expense Approval Workflow Template29 templatesProcurement Workflow Templates
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Procurement Intake Form / Purchase Order Tracker / Purchase Order Request28 templatesVendor Management Templates
Organize supplier onboarding, setup, evaluation, comparison, audits, supplier risk, and corrective action work with a clearer vendor management workflow set.
Vendor Intake Form / Vendor Onboarding Form / Vendor Setup FormFAQs
Questions about this use case
What types of finance pages fit this use case?
Pages that route financial decisions or capture finance-controlled requests fit best here, especially when review, approval, and supporting evidence matter more than simple tracking.
Is this use case only for accounting teams?
No. It is also useful for operations, project, or department leads who submit requests into finance and need a cleaner review process.
Which page should I prioritize first?
Start with the highest-volume approval bottleneck. Many teams begin with expense, invoice, or budget routing because those delays are easiest to measure.
Workflow Packs
Complete workflows that include this use case
12 templates
Employee Onboarding Workflow Pack
Connect onboarding requests, new hire checklists, setup tasks, equipment, access, policy acknowledgement, training, and readiness status.
01 Capture the onboarding request02 Assign readiness tasks03 Coordinate equipment and access04 Close training and readinessOnboarding Request Form / New Hire Checklist / New Employee Setup Checklist8 templatesEmployee Offboarding Workflow Pack
Connect exit checklists, access removal, asset return, document handoff, knowledge transfer, approvals, and closeout proof.
01 Open the exit record02 Recover assets and access03 Complete documents and handoff04 Close the offboarding recordEmployee Offboarding Checklist / Employee Exit Checklist / Employee Asset Return Form8 templatesLeave Request Workflow Pack
Connect leave requests, time off forms, absence reports, leave trackers, coverage planning, manager approval, and HR follow-up.
01 Capture leave or time off02 Review coverage and schedule impact03 Track absence and balance context04 Close HR and payroll handoffLeave Request Form / Time Off Request Form / Employee Leave Tracker8 templatesEmployee Equipment Request Workflow Pack
Connect employee equipment requests, agreements, laptop requests, asset return, ownership, approval, condition, and closeout.
01 Capture the equipment need02 Approve and assign assets03 Track custody and changes04 Return and close outEmployee Equipment Request Form / Employee Equipment Agreement Form / Employee Asset Return Form8 templatesEmployee Information Change Workflow Pack
Connect employee information changes, status changes, change requests, document requests, review owners, approval, and update history.
01 Capture the change request02 Review status or sensitive changes03 Collect supporting documents04 Confirm update and closeoutEmployee Information Change Form / Employee Status Change Form / Employee Change Request Form8 templatesPolicy Acknowledgement Workflow Pack
Connect policy acknowledgement forms, employee records, onboarding tasks, training proof, reminders, exceptions, and review status.
01 Assign the policy acknowledgement02 Connect onboarding and training03 Manage exceptions and reminders04 Review completion evidencePolicy Acknowledgement Form / Employee Training Tracker / Training Request Form Template8 templatesEmployee Training Request Workflow Pack
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01 Capture the finance request02 Verify invoice and obligation context03 Route approval and release readiness04 Track payment follow-upFinance Request Tracker / Payment Request Form / Purchase Payment Request11 templatesReimbursement Approval Workflow Pack
Connect expense reimbursement requests, manager approval, finance review, receipt evidence, exceptions, and payment follow-up.
01 Capture reimbursement details02 Route manager approval03 Complete finance review04 Track payment follow-upExpense Reimbursement Request / Expense Approval Workflow Template / Travel Expense Reimbursement Form7 templatesCapEx Approval Workflow Pack
Connect capital expenditure requests, budget review, finance approval, supporting files, asset handoff, and post-approval tracking.
01 Capture the CapEx request02 Review budget and thresholds03 Connect assets, projects, or contracts04 Track approval and payment follow-upCapital Expenditure Request Form Template / Budget Approval App Template / Finance Request Tracker11 templatesInvoice Approval Workflow Pack
Connect invoice intake, AP review, coding, approval routing, holds, payment readiness, vendor context, and closeout.
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01 Capture the requisition02 Route approvals and PO handoff03 Record receiving evidence04 Review invoice and payment follow-upPurchase Request Form / General Purchase Requisition Form / Budget Approval App Template17 templatesFinance Approval Control Workflow Pack
Map budget, expense, invoice, payment, CapEx, credit, and journal approvals into a clearer finance control workflow.
01 Intake the finance request02 Review budget and policy context03 Route controlled approvals04 Track payment and follow-upBudget Approval App Template / Expense Approval Workflow Template / Travel Reimbursement Form8 templatesAccounts Payable, Invoice Approval & Payment Control Workflow Pack
Connect AP invoice intake, coding approval, ACH release controls, payment status, and contract-linked payment schedules.
01 Capture invoice and payment context02 Route AP coding and invoice approval03 Prepare controlled payment release04 Monitor AP aging and contract obligationsAccounts Payable Tracker / AP Invoice Approval Workflow / ACH Payment Request Form19 templatesVendor Onboarding & Supplier Qualification Workflow Pack
Connect supplier intake, vendor setup, qualification review, comparison, audit, and corrective action follow-up in one vendor management workflow.
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Connect contract intake, approval routing, contract tracking, vendor context, policy exceptions, and renewal or extension follow-up.
01 Capture contract intake02 Route approval and exceptions03 Track obligations and dates04 Manage extensions and renewalsContract Intake Form / Contract Approval Workflow Template / Contract Tracker29 templatesHR Employee Request & Onboarding Workflow Pack
Connect employee requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, record changes, and HR follow-up.
01 Capture employee requests02 Route manager and HR approval03 Manage onboarding readiness04 Track training and employee follow-upEmployee Request Form / Leave Request Form / Time Off Request FormGuides
Plan the workflow before choosing templates
Guide
Procurement Process Automation Guide
Plan procurement process automation across request intake, approvals, supplier records, purchase orders, and compliance follow-up.
GuideContract Management Best Practices Guide
Use contract management best practices to structure intake, approval, renewal, risk, compliance, and closeout workflows.
GuideContract Management Spreadsheet to App Guide
Turn a contract management spreadsheet into a structured app with contract fields, renewal reminders, owner views, and workflow records.
GuideContract Review Process Guide
Plan a contract review process with intake fields, reviewer roles, risk checks, approval decisions, and follow-up records.
GuideContract Risk Management Process Guide
Plan a contract risk management process with risk categories, mitigation owners, evidence, review dates, and escalation views.
GuideHow to Set Up a Purchase Order System
Set up a purchase order system with request intake, approval routing, supplier details, PO tracking, receiving, and change control.
GuideRisks in Contract Management Guide
Identify common risks in contract management and plan fields, owners, evidence, reminders, and workflows to control them.
GuideSupplier Management Best Practices Guide
Use supplier management best practices to organize onboarding, qualification, compliance, risk, performance, and approved supplier records.
GuideSupplier Performance Management Process Guide
Plan a supplier performance management process with scorecard criteria, audit evidence, review cadence, corrective actions, risk, and supplier decisions.
GuidePurchase Request Workflow and Approval Guide
Plan the fields, approval steps, and handoffs behind a purchase request workflow before opening a procurement template.
GuidePurchase Requisition Fields and Checklist Guide
Use this guide to plan purchase requisition fields, supporting evidence, budget checks, and approval routing before buying starts.
GuidePurchase Order Approval and Tracking Guide
Plan the approval, buyer handoff, supplier confirmation, delivery, and change fields behind a purchase order tracking workflow.
GuideBudget Approval Thresholds and Workflow Guide
Plan budget approval thresholds, evidence fields, review owners, and exception handling before opening a finance approval template.
GuideInvoice Approval and Accounts Payable Checklist Guide
Plan invoice approval fields, AP review steps, hold reasons, coding evidence, and payment readiness before opening a template.
GuidePayment Request and ACH Release Controls Guide
Plan payment request fields, ACH review steps, approval evidence, release readiness, and follow-up before opening a finance template.
GuideTravel Approval Workflow Guide
Plan a travel approval workflow for trip requests, policy checks, manager review, travel advances, reimbursement handoff, and finance tracking.
GuideRMA Process Workflow Guide
Plan an RMA process workflow for return authorization, item receipt, inspection, disposition, refund approval, and warranty follow-up.
GuideAccounts Payable Automation Workflow Guide
Plan accounts payable automation workflows for invoice intake, AP coding, approval, holds, payment readiness, and follow-up dashboards.
GuideExpense Management Workflow Guide
Plan expense management workflows for employee submissions, receipt evidence, policy review, approvals, reimbursement, and finance follow-up.
GuideEmployee Onboarding Checklist Guide
Plan an employee onboarding checklist with owner assignments, due dates, paperwork, equipment, access setup, policy acknowledgement, training, and readiness status.
GuideLeave Request Approval Process Guide
Plan a leave request approval process with dates, leave type, balance context, coverage planning, manager review, HR exceptions, payroll handoff, and status visibility.
GuideEmployee Equipment Request Process Guide
Plan an employee equipment request process with equipment intake, approval, IT or facilities ownership, asset assignment, agreement proof, return status, and closeout.
GuideEmployee Onboarding and Training Checklist Guide
Plan employee onboarding tasks, owner assignments, training records, due dates, completion proof, and HR follow-up before opening templates.
Next Step
Open a template, then adapt it to your team
Start with the closest template in this use case, then customize fields, statuses, and handoff logic inside Jodoo.