Printable Reimbursement Form in Excel (Gray)

Get this printable reimbursement form in Excel for free. It can be used when requesting reimbursement for business expenses spent from your own pocket.

Printable Reimbursement Form in Excel (Gray)
Excel Template
Free for personal or commercial use. © General Blue

This employee reimbursement form excel helps employers ensure there’s a proper repayment process when reimbursing employees for any business expenses.

Complete the employee expense form by filling out 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.

The general reimbursement form is designed with light color making it the perfect printable version. However, it can be modified, if preferred.

To use the template, refer to the instructions provided below.


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.

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