How do I manage separate views for different users?

With Softr's advanced permissions, you can easily tailor access for different user groups, giving each client a different user group, for example. This allows you to control what information different types of users can access, and which actions they can take. Conditional filters also let you control visibility at a block level.

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Reimbursement Form Template

Form

Project Management

Simplify team expense reimbursements to submit requests and get reimbursed hassle-free.

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What can I do with this reimbursement form template?

The main purpose of this reimbursement form template is to ensure a seamless and transparent reimbursement process for all team members. Here are the workflows it supports:

Conditional Logic

Tailor questions based on previous responses, ensuring that only relevant questions appear to the submitter.

Reimbursement Details

Customisable fields for capturing expense category, total amount, currency and other important details.

Sync With Your Data Source

All form answers are sent back to Airtable, so your form data is stored smoothly and securely.

Supporting Documentation

Attach supporting documents such as receipts and invoices to provide additional context and detail.

Responsive Design

Allow users to access the platform from any device with a fully responsive design.

Why create a reimbursement form with Softr?

Softr’s free reimbursement form template lets you build a custom reimbursement form to manage team expense reimbursements where Employees can smoothly submit their reimbursement requests and receive timely reimbursements from their employer

The form handles various expenses, including one-time purchases, subscriptions, and detailed merchant information.

“With Softr, I’m able to create beautifully intuitive and responsive front-ends that integrate directly with Airtable and Stripe. Softr allows me to create and iterate at least twice as fast as traditional web platforms.”

Connor Gustafson, Founder, LendingApp

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How the reimbursement form template works

To start using this template, all you need to do is:

Click Use template
Sign up or log in to your Softr account (it’s free, no credit card required!)
Connect your Airtable data source
Map your data to pre-set fields and pages to replace mock data
Publish and share the URL

Need more help? Check out this step-by-step conditional form build.

“I’ve been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr.”

Dan Smith, Director, DS Automotive

Frequently asked questions

Do I need a Softr account to use this template?

Yes. When you click the Use the template button, you'll be taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first. A free account will have all the functionality you need to get started, and you won’t be asked for a credit card.

Is there a free trial available?

Yes, there's a 30-day free trial available for all the paid plans, and there's also a "forever free" plan that gives you access to key features to build and iterate.

How do I connect my data source?

You’ll be prompted to connect your data source during onboarding or if you start from a template. In other cases, go to your "Application Settings" and navigate to "Data Sources." Next, click "Connect a Data Source" and select from the list.

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