A receipt photographed at the counter should not need three emails to become a reimbursement. This live Taskade Genesis app runs the whole path in one place: submission with the receipt attached, routing to the right approver, and a payment record at the end that finance can reconcile without asking anyone what it was for.
What's Included
- Submission Form: Amount, category, project code, and the receipt image on one record
- Approval Queue: Pending, approved, and rejected as visible states, not inbox threads
- Policy Limits: Thresholds that route larger claims to a second approver
- Project Coding: Every expense tied to the job it belongs to, so client billing stays clean
- Reimbursement Log: What was paid, when, and against which submission
How To Use It
- Clone the live app above and set your expense categories and approval thresholds.
- Name the approver for each threshold so routing is unambiguous.
- Share the submission link with your team.
- Add an automation that nudges an approver after two days.
- Export the reimbursement log at month end for payroll.
Feed approved project costs into the finance tracker dashboard, and pair with the timesheet generators when a project bills both time and expenses.