Expense approvals

Emberwick Springs Finance · Expense approvals · Madison, WI

Emeka Desrosiers is the finance manager at Emberwick Springs Finance, a small finance team, and he uses this to run every expense from submission to payment on time, seeing each department's requests as bars on a timeline.

Any business ProjectsTimeline3 tables · 5 views · 1 form · 1 digest · 1 document · 1 notification · 1 agent

Use this template

Approval timeline

Expense requests

Sep 7, 2026Oct 21, 2026

Conference registration, FinOps Summit

Client dinner, Harbor Mutual renewal

Coworking day passes

Standing desks for the support pod

Annual design software seats

Flights to the Denver sales offsite

Team leadership workshop

Standing massage chair

Printer toner and paper order

Booth rental, regional trade show

Hotel for security audit week

First-class upgrade, Denver flight

Cloud monitoring seats, annual

Welcome kits for new hires

Tables

Expense requests

30 sample rows · 16 columns

Every expense from the day it is submitted to the day it is paid or declined, with who holds it now.

Expense	Request number	Category	Requested by	Department	Amount	Where it stands
Podcast sponsorship	EXP-26-324	Events	Jovan Castellanos-Ruiz	Marketing	$2,500	With manager
Backup drives for finance archive	EXP-26-325	Equipment	Calista Wrenn-Okoye	Finance	$389.50	With manager
Parking passes for visitors	EXP-26-326	Office supplies	Rhodri Penhallow	Operations	$160	Submitted
Ride shares for the Boston trip	EXP-26-328	Travel	Barnaby Oyelaran-Kincaid	Engineering	$263.45	Submitted
Security training platform, annual	EXP-26-320	Software	Barnaby Oyelaran-Kincaid	Engineering	$5,400	With finance
Mileage reimbursement, site visits	EXP-26-323	Travel	Annelise Duvall-Mbeki	People	$214.76	With manager
Industry newsletter subscription	EXP-26-327	Software	Emeka Desrosiers	Finance	$348	Submitted
Online course bundle	EXP-26-319	Training	Calista Wrenn-Okoye	Finance	$495	With finance
Whiteboard walls for the war room	EXP-26-322	Equipment	Rhodri Penhallow	Operations	$1,390	With manager
Ergonomic chairs, two	EXP-26-318	Equipment	Jovan Castellanos-Ruiz	Marketing	$1,160	With finance
Customer gift baskets	EXP-26-321	Events	Sunniva Achebe-Lund	Sales	$864.30	With manager
Lunch for the customer advisory board	EXP-26-314	Events	Sunniva Achebe-Lund	Sales	$538.90	Approved

18 more rows

Budgets

6 sample rows · 9 columns

What each department may spend this quarter, with what has been asked for and paid out.

Budget	Department	Quarter starts	Quarter ends	Allocated	Budget owner	Expense requests
Engineering tools and training	Engineering	Jul 10, 2026	Jan 6, 2027	$36,000	Barnaby Oyelaran-Kincaid	Conference registration, FinOps Summit, Hotel for security audit week, Cloud monitoring seats, annual, Security training platform, annual, Ride shares for the Boston trip
Finance software and training	Finance	Jul 10, 2026	Jan 6, 2027	$9,000	Emeka Desrosiers	Audit software add-on, Online course bundle, Backup drives for finance archive, Industry newsletter subscription
Marketing campaigns and events	Marketing	Jul 10, 2026	Jan 6, 2027	$28,000	Jovan Castellanos-Ruiz	Annual design software seats, Booth rental, regional trade show, Ergonomic chairs, two, Podcast sponsorship, Standing massage chair
Operations equipment and supplies	Operations	Jul 10, 2026	Jan 6, 2027	$18,000	Rhodri Penhallow	Standing desks for the support pod, Printer toner and paper order, Rental van for warehouse move, Whiteboard walls for the war room, Parking passes for visitors
People training and recruiting	People	Jul 10, 2026	Jan 6, 2027	$12,000	Annelise Duvall-Mbeki	Team leadership workshop, Coworking day passes, Welcome kits for new hires, Recruiting event table, Mileage reimbursement, site visits
Sales travel and client events	Sales	Jul 10, 2026	Jan 6, 2027	$24,000	Sunniva Achebe-Lund	Client dinner, Harbor Mutual renewal, Flights to the Denver sales offsite, Lunch for the customer advisory board, Travel to partner kickoff, Austin, Customer gift baskets, First-class upgrade, Denver flight

Also included

Expenses waiting on financeDigest
Pay-by date two days outNotificationReminds the accounts payable specialist two days before an expense must be paid.
Decline noticeDocumentThe note that tells a requester why an expense was not approved.

Tidepool Coffee	Retail	hello@tidepoolcoffee.net
Granite Peak Fitness	Fitness	hello@granitepeakfit.net
Lumen Optics	Healthcare	hello@lumenoptics.net
Kessler Hardware	Retail	hello@kessler-hardware.net

Weekly client report summary	Live	—
Blog meta descriptions	Live	—
Social caption variants	Live	—
Brief-to-outline drafter	Live	—

Slow start, strong finish	—	Good
Rain all day	—	Okay
Call with Mum	—	Great
Too many meetings	—	Low

Export reports to spreadsheet files	High	34
Single sign-on with company accounts	Critical	51
Dark mode for the mobile app	Low	12
Split an invoice across two payers	Medium	9

Save a deposit for a first home	Money	—
Complete a professional certificate in data analysis	Career	—
Run three times a week for six months	Health	—
Read twenty-four books	Personal	—

Drink 2 litres of water	Daily	Health
Walk 30 minutes	Daily	Health
Read 20 pages	Daily	Mind
Meditate 10 minutes	Weekdays	Mind

Approval timeline

Tables

Expense requests

Budgets

Also included

Related templates