Requests & internal
Expense reimbursement
Submit an expense with the receipt attached: category, amount and currency, what it was for and which project, and finance approves from their inbox.
What is in the form
Your name, Work email, Team (dropdown), Date of expense (date), Category (dropdown), Amount, Currency (dropdown), Paid with (one of 2), What was it for, Project, client or cost centre, Receipts (file upload) and This expense is within the expenses policy and has not been claimed before (yes or no).
It ends with a thank-you message you can edit.
After someone submits
An approval by email (Pro). Each submission is emailed to an approver you name, with the answers and two buttons: “Approve” and “Decline”. The decision is recorded on the response, and the rest of the workflow can branch on it.
The workflow copies with the form, switched off until you have filled in the blanks. The form itself publishes on the free plan; switching an approval on is a Pro feature, and a Slack post needs your workspace connected once.
Make it yours
The options under “Team”. are placeholders: put your own in. Add, remove or reorder questions in the builder; every change is tracked and nothing goes live until you publish. Pick a design preset or your own colours, add your logo, and share the link or embed the form on your site.
