Expense Management
Made Efficient

Use expense reimbursement forms to simplify and
organise employee claims

Do it Your Way

Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.  

Step 1: Edit Process Details

Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description. 

Step 2: Edit Form Fields

Using Form Builder, choose your form fields and edit them. 

Optional Step: Route Approval Upon Request Submission

After finalising your form, proceed to Design Workflow. You will see an existing template workflow that routes claim requests to different personnel in the Finance Department for approval.

You can change and customise the workflow with the following methods:

  1. Use other plug-ins from Add Plugins
  2. Drag the purple connectors around to re-position the plug-in connections
  3. Double-click each plug-in to edit its details

In this example, the company wants to route claim requests of less than $1,000 to the Finance Manager. This crietria can be specified by editing the Conditions plugin.

Step 3: Publish your form

After Publish Changes in Workflow Builder, your expense reimbursement form is ready to go. 

If you provide employees access to this process in Forma, they will be able to submit their requests with the Submit New Entry button. 

Otherwise, you can use the Share button to:

  • Send the form to your employees via a public URL
  • Embed the form into your website

That’s it. Really.

Ready to get Started?