In build
New request
Pick the type, the client and the budget line, then attach the receipt.
What will be here
- Expense, with the receipt attached
- Purchase request: type, quantity, vendor contact, ship to, shipping speed, artwork
- Invoice, US vendor: W-9 on file or attached, paid by ACH, check or wire
- Invoice, international vendor: W-8BEN or W-8BEN-E, currency, wire fees, bank details
- Travel request: traveler, dates, flight, hotel, budget
- Legal review