FINANCE APPROVAL FLOW

Automate Your Finance Approval Flow

Streamline the way your finance department handles requests with automated approval workflows. Save time processing expense claims, invoices, financial aid requests, and more with Data Interactive Approvals.
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Easy budget management

Streamline budgeting and eliminate back-and-forth emails with Data Interactive Approvals. When someone fills out your budget approval form, their request will automatically be sent to a finance specialist — who can approve or deny the request from any device.
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    Budget Planning Form

    Item Priority Cost ($)
    1.
    2.
    3.
    4.
    5.
    6.
    7.
    8.
    9.
    10.



    First Name


    Last Name

    example@example.com

      Invoice Upload Form



      First Name


      Last Name


      example@example.com



      Date


      Speed up invoice approvals

      Enjoy an easier way to collect, review, and approve invoices. Employees can upload invoices via your online form and automatically send them to finance managers for approval.
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      Business trip planning made easy

      No matter your industry, speed up your expense review process with an automated approval flow for business trip planning — and spend more time where it counts!
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        First Name


        Last Name

        example@example.com


        City, state, country

        date

        date


        Seminar, conference, meeting, training, licensing, inspection, audit, etc.

        Finance Details

        Purchase Date Cost ($)
        Airfare
        Transportation
        Hotel Accommodation
        Meals (Total)
        Registration Fee (Seminars)
        Personal
        Other expenses



        date

        Approver's Section



        First Name


        Last Name


        date

          Petty Cash Request Form





          First Name


          Last Name


          example@example.com

          Item Price Quality Notes
          1
          2
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          4
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          10


          Streamline financial aid services

          Get students the aid they need fast with an automated approval flow template. Respond to financial aid applications quickly and send custom automated notifications with JotForm Approvals.
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