Finance form workflow for Tallyfy

Process invoices with the right approvals every time

Invoice submissions missing vendor info or wrong GL codes slow everyone down. This form captures everything you need upfront and routes to the right approver based on dollar amount so payments get processed without the back-and-forth.

5 steps

6 fields

Import into Tallyfy Preview steps

Other Invoice

Run this form in Tallyfy

Import this template into Tallyfy and configure the kickoff form to capture vendor name, invoice number, amount, and GL codes

Set up tiered approval routing based on invoice thresholds using Tallyfy's conditional logic

Track each invoice from submission through payment scheduling with complete audit trails visible in Tallyfy

Import this template into Tallyfy

Form fields

Accounts Payable Invoice Request Form

Use this form to submit a vendor invoice for payment. Provide complete vendor and invoice details to ensure timely processing. Approval routing depends on invoice amount.

Vendor Name *

Enter text...

Enter the full legal name of the vendor as it appears on the invoice

Invoice Number *

Enter text...

The unique invoice number from the vendor invoice

Invoice Amount *

Enter text...

Total invoice amount in USD (e.g., 1500.00)

GL Account Code *

Enter text...

General Ledger account code for expense categorization (e.g., 6200-Marketing)