Customer Story

Automating the Expense Reimbursement Process

Customer Story

Automating the Expense Reimbursement Process

Customer Story

Automating the Expense Reimbursement Process

Customer Story

Automating the Expense Reimbursement Process

Customer Story

Automating the Expense Reimbursement Process

Customer Story

Automating the Expense Reimbursement Process

Bergamo Montessori School was tired of wasting time manually processing receipts. They used Formstack to launch a fully automated expense reimbursement process that saved them time, money, and resources.
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Founded in 1975, the Bergamo Montessori School is the oldest Montessori school in the Sacramento region and educates 500 students between the ages of 3 months and 12 years.
Early Education
2013
Office Administration - Expense Reimbursement
Forms
Workflows, No-Code Integrations, Email Confirmations and Notifications
Customer Story

Automating the Expense Reimbursement Process

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Customer Story

Automating the Expense Reimbursement Process

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About the Episode
Episode Highlights
Meet our Guest

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Customer Story

Automating the Expense Reimbursement Process

Customer Story

Automating the Expense Reimbursement Process

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Introduction

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Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Panelists
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Infographic

Automating the Expense Reimbursement Process

Learn how this montessori school transformed their school expense reimbursement process with Formstack.
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Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

Challenge

Admins were spending countless hours sorting through receipts manually sent in by staff. Each receipt had to be hand-coded, and many were rejected due to missing information. It was all paper-based, leading to a slow, inefficient, and inconvenient process.

Solution

The school created a fully digital reimbursement process that accepts photos of multiple receipts at once. Using Forms Workflows, the employee’s director approves the submission before it is sent to finance. An automated email is sent to the submitter once the reimbursement is approved or denied. Final PDF documentation and data is transferred to Dropbox and Google Sheets for easy tracking, storing, and archiving.

Results

I chose Formstack because it blended a logical and easy-to-use interface with the robust features needed for a modern administrative office.
Matt Hillis
Executive Director at Bergamo Montessori School
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