Build a Zap that sends you a digest of daily expenses or monthly expenses to ensure you stay on budget.Build a Zap that notifies a specific Slack channel if travel expenses are submitted.Build a Zap that sends new starred Gmail messages into the expense tracker.There are many other ways to connect Zaps to further automate your expense tracking: Add new rows for things like links to receipts, notes for an expense, or what type of account the money is coming from. Expense categories can be customized (ideally based on the types of recurring expenses you expect to have). You can add business expenses manually by creating a new row and categorize expenses by choosing a category from the dropdown. The button also triggers another Zap to automatically update the status of the expense to "pending". The email action in the Zap contains the recipient's email address, subject, and body text which is customizable. The Table has columns for Date, Description, Amount, Category, Status, and a button to send an expense to your finance team for reimbursement.Ĭlicking the button prompts the Zap to send an email to your finance team, notifying them of the new expense. This template uses Zapier Tables to organize and manage your expense data. Tracking employee expenses has never been as easy or connected. You can even extend the template to use AI to automatically apply an expense category or automatically add expenses to your official expense report app through Zapier's 6,000+ integrations. The template's automation features guarantee your finance team stays in the loop with timely updates on new expenses, simplifying the approval process. You could easily save expenses in a Google Sheet or Notion template, but being able to quickly submit your expense for reimbursement from within the expense tracker can only be cleanly done using Zapier. Keep your expense tracking in one place with a button to send or submit the expense for reimbursement to save you time. This user-friendly Expenses Tracker Template allows you to quickly spin up an expense report.
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