Expense Reimbursement Swimlane Diagram Template
Expense claim process across three lanes (employee, manager, finance): collect receipts, submit, manager review, finance checks against budget and policy, payment. For finance policies and handbooks; free PNG, Word and PowerPoint export.
Edit the text, pick a theme, export Word / PowerPoint / PDF
When to use it
Expense policies, employee handbooks and admin training slides. Three roles and two return paths: the manager can send the claim back, and finance sends it back when the receipts do not meet policy, until the payment is made.
Making it yours
- Add a tier for large claims (for example anything over 500 needs the general manager) with one more
subgraphand one more diamond. - Split "Check receipts and budget" into two steps, or add detail inside the node with
<br/>. - Put deadlines on the arrows:
F -- within 3 working days --> G.
Mermaid code
flowchart TB
subgraph Employee
A[Collect receipts] --> B[Submit expense claim]
G[Receive payment]
end
subgraph Manager
C{Review claim}
end
subgraph Finance
D[Check receipts and budget]
E{Compliant?}
F[Pay out]
end
B --> C
C -- Approved --> D
C -- Returned --> B
D --> E
E -- Yes --> F
E -- No --> B
F --> GAsk an AI for one with this structure
Send the prompt below to ChatGPT or Claude, then paste the whole reply into the editor; the code inside is detected automatically.
Draw an expense reimbursement swimlane diagram in Mermaid flowchart syntax with subgraph lanes for Employee, Manager and Finance. The employee collects receipts and submits a claim; the manager reviews it (returned to the employee if not approved); finance checks receipts and budget and whether the claim is compliant (returned if not), then pays out; the employee receives the payment. Output only the mermaid code block.
FAQ
- How do I keep the return arrows tidy?
Write them as plain edges such as
C -- Returned --> B; the layout engine routes them automatically. If there are too many crossings, tryLRon the first line or reduce the number of hand-offs between lanes.- Can each lane have its own colour?
You can add a line such as
style Finance fill:#f0f4ff, but that overrides the theme colours and will not follow theme changes. One of the four designed themes is usually enough.- Where does this diagram normally go?
Attached to the finance policy, in the "Expenses" chapter of the employee handbook, or in onboarding slides. Exporting to Word or PowerPoint embeds a high-resolution image with the code appended.
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Updated 2026-09-05