Streamline budget requests with a consistent finance and executive review process. The form captures the department, budget period, planned spending, total requested budget, and requester authorization needed to evaluate each proposal.
Finance completes the initial review before the request moves to department and executive review. Approved requests move to a finance implementation and monitoring task, then to a configurable Dropbox documentation step and a final budget-flow report. Requests declined during the initial review receive an update; requests declined during executive review end without further action.
Customize reviewer and task recipients, review timing, report content, and Dropbox configuration for your organization. Workflow history provides a clear record of each budget decision.
