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

Use this form in Tallyfy with people, AI, and conditions

Accounts Payable Invoice Request Form Run #2,481 Running now Completed

1 done, 1 running, 2 to go

Status	Step	Assignee	Deadline
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	1. Customer fills "Accounts Payable Invoice Request Form" form	CX Customer	On time
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	2. AI summarizes and tags submission why this works	AI AI agent	3m left
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	3. Reviewer approves and assigns	RV Reviewer	4h left
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	4. Auto-trigger next workflow	Conditional On approval	Auto

Import this form into Tallyfy

Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.

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)