Move expense and purchase approvals through clear thresholds — submit, route to the right approver by amount, and reconcile so finance isn't chasing receipts.
Finance and ops teams running expense and purchase approvals.
Quick answer
The Expense approvals template is a ready-made workspace for Finance and ops teams running expense and purchase approvals.
Expense approvals template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Approvals
Conference travel — $2,400 (over manager threshold)
Over $2k → requires finance sign-off as well.
New monitoring tool annual — $9,000
Team lunch — $180 (manager-only)
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A request exceeds the manager threshold
Then
Route it to finance approval after the manager signs off
When
Request sits in an approval state for 3 business days
Then
Nudge the current approver and notify the submitter of the delay
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
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