Monday.com Dropdown Template for Expense Reports

Expense Reports Template Overview

Process expense approvals with amount-based routing and compliance checks.

Board Structure

Groups

• Pending
• Under Review
• Approved
• Paid

Columns

Column	Type	Purpose
Report	Person	Track report
Employee	Text	Track employee
Department	Text	Track department
Amount	Number	Track amount
Category	Dropdown	Options: Travel, Meals, Software, Equipment, Training, Other
Status	Dropdown	Options: Draft, Submitted, Manager Review, Finance Review, Approved, Rejected, Paid
Approver	Person	Track approver

## Dropdown Configuration

Category

Options: Travel → Meals → Software → Equipment → Training → Other

Status

Options: Draft → Submitted → Manager Review → Finance Review → Approved → Rejected → Paid

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Status changes to Submitted → route to direct manager for review
• When Amount > threshold and Status is Manager Review → escalate to Finance
• When Status changes to Approved → trigger payment processing

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Pending, Under Review, Approved, Paid
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships