Expense approvals
Alderwood Row Finance · Expense approvals · Burlington, VT
Zoltan Ingersoll is the finance manager at Alderwood Row Finance, a small finance team in Burlington, and he opens this dashboard each Monday to see how much was filed, approved and paid by expense type without building a spreadsheet.
Any businessReportingDashboards3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 drill-down · 1 digest · 1 stage rule set · 1 agent
Use this templateApproval board
ExpensesErgonomic chairs for the front office
Webinar series on pay equity
Courier fees for signed contracts
Conference call line for three months
Laptop for the incoming analyst
Dinner with the grain co-op buyers
Project timeline software upgrade
Printing for the onboarding packets
Mileage and tolls for the north route visits
Conference passes for the finance summit
Ride shares during the audit week
Cloud backup renewal
Safety boots and gloves for the new crew
Legal review of the vendor contract
Flights to the Denver client workshop
Annual license for the design suite
Printer toner and paper for the quarter
Client dinner after the contract signing
Safety training for two crew leads
First-class upgrade on the Denver flight
Second monitor for the home office
Premium coffee machine for the lobby
Tables
Expenses
30 sample rows · 15 columnsEvery expense a person on the team files, from submission through approval to payment or a decline.
| What it is for | Expense number | Expense type | Department | Submitted by | Amount | Status |
|---|---|---|---|---|---|---|
| Courier fees for signed contracts | AR-4126 | Client services | Perpetua Hargrove-Idowu | $96 | ||
| Conference call line for three months | AR-4127 | Client services | Perpetua Hargrove-Idowu | $135 | ||
| Ergonomic chairs for the front office | AR-4124 | Finance and admin | Zoltan Ingersoll | $860 | ||
| Webinar series on pay equity | AR-4125 | People team | Priyanka Westergaard-Obi | $295 | ||
| Mileage and tolls for the north route visits | AR-4123 | Field operations | Ingvild Castelmaine-Roe | $312 | ||
| Project timeline software upgrade | AR-4121 | Client services | Perpetua Hargrove-Idowu | $624 | ||
| Printing for the onboarding packets | AR-4122 | People team | Priyanka Westergaard-Obi | $148 | ||
| Laptop for the incoming analyst | AR-4119 | People team | Priyanka Westergaard-Obi | $1,640 | ||
| Dinner with the grain co-op buyers | AR-4120 | Sales | Lazarus Bellweather-Ng | $398 | ||
| Legal review of the vendor contract | AR-4117 | Sales | Lazarus Bellweather-Ng | $2,200 | ||
| Booth supplies for the trade show | AR-4118 | Sales | Lazarus Bellweather-Ng | $275 | ||
| Safety boots and gloves for the new crew | AR-4116 | Field operations | Ingvild Castelmaine-Roe | $412 |
Departments
6 sample rows · 7 columnsThe cost centers expenses are charged to, with their monthly budgets.
| Department | Cost code | Monthly budget | Department head | Expenses |
|---|---|---|---|---|
| Client services | CS-200 | $3,400 | Perpetua Hargrove-Idowu | Client dinner after the contract signing, Coffee and snacks for the open house, Project timeline software upgrade, Courier fees for signed contracts, Conference call line for three months |
| Field operations | FO-100 | $5,200 | Ingvild Castelmaine-Roe | Safety training for two crew leads, Replacement field tablet, Safety boots and gloves for the new crew, Mileage and tolls for the north route visits |
| Finance and admin | FA-300 | $3,000 | Zoltan Ingersoll | Printer toner and paper for the quarter, Accountant review of the lease, Conference passes for the finance summit, Ride shares during the audit week, Ergonomic chairs for the front office, Premium coffee machine for the lobby |
| People team | PT-600 | $2,600 | Priyanka Westergaard-Obi | Spreadsheet course for payroll staff, Standing desk for the new hire, Laptop for the incoming analyst, Printing for the onboarding packets, Webinar series on pay equity |
| Sales | SL-400 | $4,800 | Lazarus Bellweather-Ng | Flights to the Denver client workshop, Hotel for the regional sales meeting, Legal review of the vendor contract, Booth supplies for the trade show, Dinner with the grain co-op buyers, First-class upgrade on the Denver flight |
| Technology | TC-500 | $3,600 | Perpetua Hargrove-Idowu | Annual license for the design suite, Password manager seats, Cloud backup renewal, Second monitor for the home office |
Also included
- Week by expense type
- Approval board
- Approved and waiting for payment
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