Simple Expense Reimbursement Form in Excel (Gray)

This reimbursement form excel can be used by employees who wanted to request for reimbursement for the expenses paid on the company’s behalf.

The Gray template covers all the necessary information needed for a reimbursement form including the company name, employee name, employee ID, department, expense period, date, description, category, amount paid, total reimbursement, employee signature, approval signature, and notes.

If you’re looking for a simple reimbursement form to use, this template is perfect for you. Just fill out the form, attach the receipts needed, and send it to the appropriate department who will handle the repayment process.

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 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.

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

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