Here are some of the most frequently requested documents employees need from Finance teams. Discover various use cases, access ready-to-use templates, customize them to match your organization’s format, and streamline employee document requests with automation.
TABLE OF CONTENTS
- Corporate Credit card usage terms document
- Expense Reimbursement update
- Training request approval letter
Corporate Credit card usage terms document
Why?
A “Corporate Credit Card Usage Terms Document” is a policy document provided by a company to employees who are issued a corporate credit card. It outlines the rules, responsibilities, and guidelines for the appropriate use of the company’s credit card, ensuring that expenses made on behalf of the company are authorized, recorded, and compliant with financial and legal standards.
Employees typically need to agree to these terms before receiving or activating the card.
How to create a Corporate Credit Card Usage Terms Document template?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement
Add placeholders for inputs like date, employee name etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this document is requested.
Download Corporate Credit Card usage terms document template
Expense Reimbursement update
Why?
A “Expense Reimbursement update” is a formal communication from the finance or HR department to an employee, providing information on the status of their submitted expense reimbursement request. This letter typically includes details about the reimbursement amount, the processing status, and any next steps or clarifications needed. It serves as an official update to inform the employee of when they can expect to receive the reimbursement or to address any issues that may delay the payment.
How to create an Expense Reimbursement update letter?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement
Add placeholders for inputs like Expense item, date, employee name, amount etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this document is requested.
Download Expense Reimbursement update document template
3. Training request approval letter
Why?
A “Training request approval letter” is a formal document issued by an employer or manager to an employee, approving their request to attend a specific training, workshop, or professional development program. This letter outlines the details of the approved training, such as the course name, dates, location, and any associated costs.
How to create a Training request approval letter?
Go to Workspace -> Document templates and click on “New template”
Import this file as is. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfillment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement here
Add placeholders for inputs like Training program name, date, employee name etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this document is requested.
Download Training request approval letter document template
