Expense Reimbursement Form in Excel (Blue)

Reimbursement is the amount paid by an employer to an employee for a specific business expense. Expenses which are counted as reimbursable expenses may depend on a company’s reimbursement policy. If you are looking for a simple expense reimbursement template to use, you’ve come to the right page. This Excel template covers the necessary information needed in a reimbursement form.

It has sections for the company name, employee name, employee ID, department, expense period, date, description, category, cost, subtotal, advance payment, total reimbursement, notes, employee signature, and approval signature.

Multiple business reimbursement forms are provided by General Blue. All employee expense reimbursement forms are free to use, edit, print, or download.

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 details.

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 total reimbursement.

8. Enter notes if needed. A section for notes is featured at the lower part of the form which you can use if you need to leave important notes or remarks regarding your reimbursement request.

9. Attach signature for validation purposes. Signatures of both the employee and the manager/supervisor should be attached at the lowermost section of the template.

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