Accounting: Expense Reimbursement
What's the one thing everyone is precious about?
Money! This can be especially true when someone is expecting to be reimbursed for money they spent. But the process can be a hassle for teams. You have to track down all the receipts, make sure the payment qualifies, and pass this information along to the right team members to process. Or you could automate it and alleviate that headache.
This automation triggers when a contact submits your form for expense reimbursement. The information is then sent to the appropriate team members with all the personalized information submitted the form so they can process the reimbursement.
Here's how this automation works:
1. The contact enters the automation when they submit your form for expense reimbursement.
2. The contact reaches a notification step and an email is sent to the emails you specify with the form information.
3. The contact exits the automation.
Note: Make sure to use personalization fields in the notification action so that the information the contact submitted is included in the email that is sent to your team members.
Note: This automation is primarily intended to be used for your own organization, so ensuring the reimbursement form subscribes any submitters to a list for team members will help ensure you don't accidentally send your team the emails meant for your contacts.
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