Automating the Expense Reimbursement Process
Learn how this montessori school transformed their school expense reimbursement process with Formstack.
Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.
The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.
