Expense approval template
Use this checklist to design a consistent expense request process. Works on paper, in a spreadsheet, or in Taskploy approval workflows.
Required fields on every request
Suggested approval thresholds
| Amount | First approver | Second approver (if needed) |
|---|---|---|
| Up to $250 | Line manager | — |
| $251 – $2,500 | Line manager | Finance |
| Above $2,500 | Line manager | Finance + leadership |
Adjust thresholds to match your company size and policy.
Decision log (copy per request)
| Step | Reviewer | Decision | Date | Notes |
|---|---|---|---|---|
| Submitted | ||||
| Manager review | ||||
| Finance review | ||||
| Paid / reimbursed |
Policy reminders
On Professional and Ultimate, Taskploy routes expense approvals by amount and role so status and history stay in one place.