Expense Claim Form in Excel (Green)

Use this reimbursement claim form to formally request repayment for any reimbursable expenses you have spent for the company. These expenses can be a simple meal with a client, office supplies, fuel, travel expenses, or other expenses incurred which are covered under your company’s reimbursement policy.

The expense reimbursement form can be modified according to your business needs. It’s downloadable in Excel and designed with formulas.

Sections featured in this reimbursement form template include your company name, employee name, employee ID, department, expense period, date, description, category, amount paid, subtotal, advance payment, total reimbursement, and employee signature.

Instructions:

1. Enter company and employee information.

2. Enter department name (if applicable).

3. Specify expense period.

4. Indicate the date when the expense was incurred.

5. Enter description of each expense along with its category type, e.g., lodging, meal, transport, entertainment, etc.

6. Enter amount paid for each expense. Calculations for the total reimbursement should be autogenerated upon entry of each expense amount.

7. Enter advance payment (if applicable). In cases where an advance payment was provided by your employer, you may enter that figure under the designated section. This will be automatically deducted from the Subtotal. The total reimbursement will be the value derived from subtotal deducted with advance payment.

8. Attach signature for validation purposes. Signature of the employee should be attached at the lowermost section of the template.

9. Review, email, or print the completed reimbursement form.