Expense approvals
Emberwick Springs Finance · Expense approvals · Madison, WI
Emeka Desrosiers is the finance manager at Emberwick Springs Finance, a small finance team, and he uses this to run every expense from submission to payment on time, seeing each department's requests as bars on a timeline.
Any businessProjectsTimeline3 tables · 5 views · 1 form · 1 digest · 1 document · 1 notification · 1 agent
Use this templateApproval timeline
Expense requestsAug 24, 2026Oct 8, 2026
Conference registration, FinOps Summit
Client dinner, Harbor Mutual renewal
Coworking day passes
Standing desks for the support pod
Annual design software seats
Flights to the Denver sales offsite
Team leadership workshop
Standing massage chair
Printer toner and paper order
Booth rental, regional trade show
Hotel for security audit week
First-class upgrade, Denver flight
Cloud monitoring seats, annual
Welcome kits for new hires
Tables
Expense requests
30 sample rows · 16 columnsEvery expense from the day it is submitted to the day it is paid or declined, with who holds it now.
| Expense | Request number | Category | Requested by | Department | Amount | Where it stands |
|---|---|---|---|---|---|---|
| Podcast sponsorship | EXP-26-324 | Events | Jovan Castellanos-Ruiz | Marketing | $2,500 | With manager |
| Backup drives for finance archive | EXP-26-325 | Equipment | Calista Wrenn-Okoye | Finance | $389.50 | With manager |
| Parking passes for visitors | EXP-26-326 | Office supplies | Rhodri Penhallow | Operations | $160 | Submitted |
| Ride shares for the Boston trip | EXP-26-328 | Travel | Barnaby Oyelaran-Kincaid | Engineering | $263.45 | Submitted |
| Security training platform, annual | EXP-26-320 | Software | Barnaby Oyelaran-Kincaid | Engineering | $5,400 | With finance |
| Mileage reimbursement, site visits | EXP-26-323 | Travel | Annelise Duvall-Mbeki | People | $214.76 | With manager |
| Industry newsletter subscription | EXP-26-327 | Software | Emeka Desrosiers | Finance | $348 | Submitted |
| Online course bundle | EXP-26-319 | Training | Calista Wrenn-Okoye | Finance | $495 | With finance |
| Whiteboard walls for the war room | EXP-26-322 | Equipment | Rhodri Penhallow | Operations | $1,390 | With manager |
| Ergonomic chairs, two | EXP-26-318 | Equipment | Jovan Castellanos-Ruiz | Marketing | $1,160 | With finance |
| Customer gift baskets | EXP-26-321 | Events | Sunniva Achebe-Lund | Sales | $864.30 | With manager |
| Lunch for the customer advisory board | EXP-26-314 | Events | Sunniva Achebe-Lund | Sales | $538.90 | Approved |
18 more rows
Budgets
6 sample rows · 9 columnsWhat each department may spend this quarter, with what has been asked for and paid out.
| Budget | Department | Quarter starts | Quarter ends | Allocated | Budget owner | Expense requests |
|---|---|---|---|---|---|---|
| Engineering tools and training | Engineering | Jun 27, 2026 | Dec 24, 2026 | $36,000 | Barnaby Oyelaran-Kincaid | Conference registration, FinOps Summit, Hotel for security audit week, Cloud monitoring seats, annual, Security training platform, annual, Ride shares for the Boston trip |
| Finance software and training | Finance | Jun 27, 2026 | Dec 24, 2026 | $9,000 | Emeka Desrosiers | Audit software add-on, Online course bundle, Backup drives for finance archive, Industry newsletter subscription |
| Marketing campaigns and events | Marketing | Jun 27, 2026 | Dec 24, 2026 | $28,000 | Jovan Castellanos-Ruiz | Annual design software seats, Booth rental, regional trade show, Ergonomic chairs, two, Podcast sponsorship, Standing massage chair |
| Operations equipment and supplies | Operations | Jun 27, 2026 | Dec 24, 2026 | $18,000 | Rhodri Penhallow | Standing desks for the support pod, Printer toner and paper order, Rental van for warehouse move, Whiteboard walls for the war room, Parking passes for visitors |
| People training and recruiting | People | Jun 27, 2026 | Dec 24, 2026 | $12,000 | Annelise Duvall-Mbeki | Team leadership workshop, Coworking day passes, Welcome kits for new hires, Recruiting event table, Mileage reimbursement, site visits |
| Sales travel and client events | Sales | Jun 27, 2026 | Dec 24, 2026 | $24,000 | Sunniva Achebe-Lund | Client dinner, Harbor Mutual renewal, Flights to the Denver sales offsite, Lunch for the customer advisory board, Travel to partner kickoff, Austin, Customer gift baskets, First-class upgrade, Denver flight |
Forms and booking
Ask for an expense
FormAsk for an expenseThe page any employee fills in to get something bought or reimbursed.
What do you need paid for? *
What kind of spend is it? *TravelSoftwareEquipmentTrainingEventsOffice supplies
Which department is it for? *SalesEngineeringOperationsPeopleMarketingFinance
How much is it? *
Who is asking?
Which account should it be paid back to?The last four digits only.
Send for approvalAlso included
- Expenses waiting on financeDigest
- Pay-by date two days outNotificationReminds the accounts payable specialist two days before an expense must be paid.
- Decline noticeDocumentThe note that tells a requester why an expense was not approved.
Related templates
- AI model picksQuillmarsh Creative3 tables · 5 views · 1 form · 1 dashboard · 1 digest · 1 stage rule set · 2 agents · 1 workflowAgents
- Personal chief of staffHarrowgate Studio3 tables · 6 views · 1 form · 1 dashboard · 1 digest · 3 agentsAgents
- Sales CRMIvybridge Fields Sales Team4 tables · 6 views · 1 form · 1 dimension set · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agentBoards
- Asset trackingCobblefield Landing Operations4 tables · 5 views · 1 form · 1 digest · 1 document · 1 notification · 1 agentDocuments and e-sign
- Asset trackingMoorfield Junction Operations3 tables · 4 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 agentDashboards
- Board managementHazelmere Corners Board5 tables · 6 views · 1 form · 1 digest · 1 checklist · 1 notification · 1 stage rule set · 1 agentForms