Use Jotform for Expense Reimbursement
Managing employee expenses doesn’t have to be messy. With Jotform, you can build expense reporting forms, automate approvals, and track reimbursements — all in one place. From receipt uploads to manager sign-offs, every step of the process is digital, secure, and effortless.
One Expense Reimbursement Solution
Jotform brings powerful products that work seamlessly for expense reimbursement workflows. Each one plays a role in making your process faster, easier, and more transparent..
Form Builder
Collect every detail with smart, custom forms
- Add fields for categories, mileage, and receipt uploads.
- Customize forms to match your company’s expense policies.
- Let employees submit from any device, instantly.
Jotform Tables
Turn submissions into organized, actionable data.
- Filter and sort by department, date, or expense type.
- Track reimbursement amounts and approval status in real time.
- Share secure views with finance and managers.
Jotform Worklows
Automate the entire workflow process.
- Route expenses automatically to managers or finance.
- Set conditional rules for thresholds and departments.
- Send instant notifications and reminders so nothing stalls
Jotform Sign
Approve requests with secure e-signatures
- Capture manager sign-offs without printing or scanning.
- Record employee acknowledgments of reimbursement policies.
- Keep an audit trail of every approval.
Jotform AI Agents
Get real-time support for employees and finance teams.
- Categorize expenses automatically during submission.
- Answer employee questions about policies and limits.
- Provide instant updates on reimbursement status.
Jotform Apps
Put expense reporting in everyone’s pocket.
- Snap and upload receipts with the phone camera.
- Submit expenses in real time through a branded app.
Jotform Boards
See the progress of every expense at a glance.
- Track reports from Submitted → Manager Review → Finance Approved → Reimbursed.
- Assign tasks and add comments directly to expense cards.
- Keep the entire team aligned on status.
