Team reimbursements
Receipt reader for teams that pay expenses back each month: who paid and which project it's for, manager approval before payout, and a monthly total per person.
- Creada porJocky
- Instalaciones (30 días)0
- SectorContabilidad
- Última actualización5 nov 2026
El resultado
The team uploads receipts and the details fill in for them, a manager approves before payout, and you see each person's monthly total.
Mírala en acción
La propia plantilla, con sus registros de ejemplo. Explórala antes de usarla.
Qué hay dentro
Todo lo de abajo viene funcionando, con registros de ejemplo, listo para que lo adaptes.
4 tablas
- Receipts
17 campos
- Proyectos
3 campos
- Company
4 campos
- Team
7 campos
2 aplicaciones
- Receipt assistant
Una aplicación sobre las tablas
- Playbook
Una aplicación sobre las tablas
Conexiones
No necesita cuentas externas.
Sobre esta plantilla
En palabras de Jocky.
Qué hay dentro
- Receipts: what it was for, who paid, project, amount, expense type, supplier, date, the receipt file, and status (Waiting, Approved, Paid, Rejected)
- Receipt extraction (AI): reads each receipt photo or PDF and writes the type, total, supplier and date; the app copies them into the receipt for the person to check
- Team: each person's role (Employee, Manager, Finance), their manager, and what they're owed
- Proyectos: the clients or projects expenses are charged to
- Receipt assistant (app): add a receipt from your phone, managers approve their team's receipts, finance pays people back on the pay-back day and sees each person's monthly total
Get started
- Add your team. Roles and who approves whose receipts.
- Snap a receipt. AI fills in the details.
- Approve and pay back. Monthly totals per person.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Your team signs in with a one-time code sent to the email on their Team row, and sees only their own receipts; managers see their team's. You and anyone else who can edit this project sign in with Teable as finance. No automations, nothing is sent.
Comes with sample data for a made-up 6-person software studio, Fieldnote. Every sample email is on example.com; the four receipt images are made up.
1 clic. 1 frase. Tuya.
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Haz clic en «Usar plantilla» en esta página. Sus 4 tablas y 2 aplicaciones se abren en tu Teable ya funcionando, con registros de ejemplo. Nada que instalar, nada que configurar.
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Cuéntale a Teable AI qué cambia en tu caso, con tus propias palabras: «Add a mileage claim with a rate per mile». Adapta los campos, los pasos y las pantallas.
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Tu equipo trabaja con él cada día, y lo cambias cada vez que cambia el trabajo.
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Empieza con Team reimbursements
1 clic para empezar, 1 frase para adaptarla a tu negocio. Sin desarrolladores y sin la aplicación que ya tienen todos los demás negocios. ¿Quieres ayuda para configurarla? Nuestro equipo puede hacerlo contigo.
