- Finance Request TrackerUse a finance request tracker to monitor amounts, budget owners, approval status, evidence, payment or reimbursement follow-up, and holds.
- Payment Request FormCapture payment requests with payee details, amount, supporting evidence, approver routing, due date, payment status, and follow-up.
- Purchase Payment RequestCollect supplier payment requests with invoice support, receiving status, and approval handoff visible before payouts are released.
Use Case
Finance Request & Approval Controls
Route finance requests, payment approvals, invoice review, reimbursements, budget checks, CapEx, and payment follow-up with clearer evidence.
- Capture requester, amount, vendor or employee context, cost center, files, approval status, and exception reason.
- Connect budget, invoice, payment, reimbursement, CapEx, ACH, check, and vendor payment workflows.
- Use dashboards for pending approvals, blocked requests, missing evidence, payment readiness, and open follow-up.
Finance teams standardizing internal request and approval queues.Department leaders submitting budget, payment, reimbursement, or CapEx requests.Operations teams that need finance status and evidence without adding more spreadsheets.
Overview
Why teams start here
Finance request work needs enough context before approval and enough status visibility after approval. This use case connects request intake, budget context, invoice approval, payment readiness, reimbursement follow-up, CapEx review, ACH or check release, and vendor payment tracking without positioning Jodoo as accounting, tax, payroll, lending, or treasury software.
Capture requester, amount, vendor or employee context, cost center, files, approval status, and exception reason.
Connect budget, invoice, payment, reimbursement, CapEx, ACH, check, and vendor payment workflows.
Use dashboards for pending approvals, blocked requests, missing evidence, payment readiness, and open follow-up.
Templates
Templates in this use case
Explore 18 templates you can preview, copy, and adapt for this workflow.
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Back Office Controls
Connect contract, vendor, finance, access, software request, audit evidence, and remediation workflows with editable Jodoo templates.
Contract Intake Form / Contract Approval Workflow Template / Contract Review Checklist29 templatesFinance Approval Templates
Start here for budget, expense, payment, CapEx, reimbursement, AR follow-up, and finance approval workflows that need stronger control.
Finance Request Tracker / Budget Approval Workflow Template / Expense Approval Workflow Template9 templatesAccounts Payable Automation
Plan accounts payable automation workflows for invoice intake, coding review, approvals, ACH requests, payment status, and AP dashboards.
Accounts Payable Tracker / AP Invoice Approval Workflow / Invoice Request8 templatesInvoice Approval Software
Plan invoice approval software workflows for invoice intake, coding, approver routing, holds, payment readiness, and AP follow-up.
AP Invoice Approval Workflow / Invoice Request / Accounts Payable Tracker9 templatesTravel Approval System
Build a travel approval system for trip requests, policy checks, manager review, travel advances, reimbursement handoff, and finance visibility.
Travel Reimbursement Form / Travel Expense Reimbursement Form / Travel Advance Request Form9 templatesApproval Workflow Software for Requests, Rules, and Audit Trails
Build approval workflows for requests, thresholds, reviewers, exceptions, status history, and audit-ready handoffs.
Purchase Order Approval / Budget Approval Workflow Template / Expense Approval Workflow Template21 templatesContract & Vendor Lifecycle Controls
Control contract intake, approval, renewal dates, obligations, vendor intake, supplier records, risk review, and follow-up owners.
Contract Intake Form / Contract Approval Workflow Template / Contract Review Checklist29 templatesProcurement Workflow Templates
Compare procurement templates for purchase intake, requisitions, approvals, contract control, and sourcing follow-up.
Procurement Intake Form / Purchase Order Tracker / Purchase Order RequestFAQs
Questions about this use case
What belongs in a finance request approval workflow?
Include requester details, amount, purpose, vendor or employee context, supporting files, approver, policy or budget check, returned reason, payment readiness, and closeout status.
Can this replace accounting software?
No. It helps manage the workflow around request intake, approval evidence, exceptions, and follow-up. Accounting, tax, payroll, and payment execution requirements should remain with the appropriate systems and owners.
Which finance workflow should a team start with?
Start with the request that creates the most delay or rework: payment requests, invoice approvals, expense reimbursements, budget approvals, or CapEx reviews.
Workflow Packs
Complete workflows that include this use case
13 templates
Vendor Onboarding Workflow Pack
Connect vendor intake, required documents, setup review, risk checks, approval status, and procurement or payment handoff.
01 Capture vendor intake02 Review documents and readiness03 Route risk and approval04 Set up the vendor recordVendor Intake Form / Vendor Onboarding Form / Supplier Evaluation Form Template17 templatesVendor Management Workflow Pack
Connect vendor intake, master data, supplier qualification, risk checks, audits, contract obligations, renewals, and remediation follow-up.
01 Maintain vendor records02 Qualify and review suppliers03 Monitor contracts and renewals04 Close audit and remediation workVendor Intake Form / Vendor Master Data Form / Vendor Onboarding Form12 templatesPayment Request Workflow Pack
Connect finance request intake, payment requests, invoice context, approval evidence, ACH or check release, and payment follow-up.
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 Workflow Template / Finance Request Tracker11 templatesInvoice Approval Workflow Pack
Connect invoice intake, AP review, coding, approval routing, holds, payment readiness, vendor context, and closeout.
01 Capture invoice context02 Review AP and vendor readiness03 Route approval and exceptions04 Move to payment readinessAP Invoice Approval Workflow / Invoice Request / Accounts Payable Tracker11 templatesAccess Request Workflow Pack
Connect access request intake, manager approval, folder access, software requests, IT assets, provisioning status, and closeout evidence.
01 Capture access demand02 Review approval and exceptions03 Coordinate provisioning and assets04 Close access evidenceAccess Request Form Template / User Account Request Form / Folder Access Request Form12 templatesIT Change Request Workflow Pack
Connect change control, software requests, access impact, license review, IT assets, approvals, implementation tasks, and validation evidence.
01 Capture the change request02 Review access, license, and risk impact03 Coordinate implementation04 Validate and close outChange Control Software / Software Request Form / Software License Request FormNext 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.