Team Wiki Template

Weaving Unit ERP

What is a client portal template? A client portal template gives your clients one secure place to check project status, download files, review invoices and send requests. Stackby's Client Portal template is a no-code client portal built on linked tables for clients, projects, deliverables, files, invoices and requests. You decide what each client sees through filtered views and permissions, so it works as a client dashboard without separate client portal software.  Who should use this no-code client portal? Freelancers, consultants, agencies, law firms and other service businesses that manage several clients at once. It suits teams that answer the same status questions by email every week and want client project tracking, a client onboarding portal and secure client file sharing in one workspace. Key features of the Stackby Client Portal template Client-specific shared views: Filter records by client and share each view by private link, or invite clients with view, table and column permissions. Project and deliverable tracking: Follow every project on kanban, calendar or timeline views with owners, due dates and status. File and document sharing: Attach contracts, briefs and final files to the client or deliverable they belong to. Request and onboarding forms: Collect new requests and onboarding details through forms with conditional logic, and let clients edit submissions with updatable forms. Invoice and payment status: Link invoices to projects and roll up billed, paid and outstanding amounts for each client. Automated client updates: Send an email or Slack message when a deliverable changes status or an invoice is due.  How to set up your client portal Copy the template to your workspace and add your clients, or import them from CSV or Excel. Add projects, deliverables and invoices, and link each one to a client. Create a filtered view for each client and set its sharing and permissions. Turn on automations for status updates and share the request form with clients.  Related templates Client Database template Customer Onboarding Form Project Tracker template Statement of Work template Invoice Creator Customer Success Management template Customer Portal for Agencies Template Features:Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.

What is an expense reimbursement app? An expense reimbursement app lets employees submit expense claims with receipts, sends them to managers for approval and tracks payment by finance. Stackby's Expense Reimbursement App template combines an expense claim form, an expense approval workflow and an employee expense tracker in one stack. It replaces the emailed expense report template and gives finance a live view of every claim. Who should use this employee expense tracker? Finance teams, office managers and founders at small and mid-size companies, agencies and nonprofits. It suits teams that handle travel expense reimbursement and other claims by email and spreadsheet, and want the control of expense reimbursement software without a per-user subscription. Template Features:Title:Mobile Expense ClaimsDesc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Manager Approval WorkflowDesc:Each new claim notifies the approver, who approves or rejects it with a comment. Title:AI Receipt ExtractionDesc:An AI field reads the merchant, date and amount from each receipt for the approver to check. Title:Policy Limit ChecksDesc:Set limits by expense category, and flag any line item that goes over its limit for review. Title:Spend DashboardDesc:Chart spend by employee, department, category and month, and compare it with budget. Key features of the Stackby Expense Reimbursement App Expense claim form with receipts: Employees submit claims from a phone or laptop and attach receipt photos or PDFs. Line items by category: Add several expenses to one claim, each with date, category, amount and project. Manager approval workflow: Notify the approver for each new claim and record approval or rejection with a comment. AI receipt extraction: An AI field reads merchant, date and amount from the receipt for the approver to check. Reimbursement payment tracking: Finance marks claims as scheduled or paid, with payment date and reference. Spend dashboard by team: Chart spend by employee, department, category and month, and compare it with budget. How to set up expense reimbursement in Stackby Copy the template and add employees with their approving manager. Edit expense categories, limits and policy notes on the claim form. Share the form link with employees. Turn on approval and payment notifications, and review the spend dashboard monthly. Related templates Expense Tracking template Approval Form Business Budget template Payment Receipt template Purchase Approval Form Financial Dashboard template Accounting Firm ERP template