A reimbursement form is relevant when there is any expenditure done by the employee or staff and they require reimbursement of the same. It is useful in case of businesses and non-profit organizations. A new employer will soon realize they need a way to reimburse employees for general business expenses like office supplies, mileage, software, training fees, etc. For travel and mileage expenditure, refer the other excel templates available at Excel Downloads.
About Employee Reimbursement Form Excel Template
This reimbursement form was designed to allow employees to request reimbursement for general business expenses. Employee incur many expenditures for business. Some of the expenditures are guided by the company or organization policy.
However, having said that, there should be a structure or standard operating procedures (SOP) related to reimbursements. Reimbursement can be different for different category of expenditure. For example, for stationary there can be maximum limit of say $100 per month whereas, in Fuel there can be no limit.
Thus, depending upon the nature and category of expenditure the the reimbursement limit and amount might vary.
Sometimes, depending upon the designation of the person, the reimbursable amount differs. This reimbursement excel template for employee reimbursement serves purpose in all the aforesaid cases. You can categorize the nature of expenditure in the “Categories” Sheet and update the Reimbursement details accordingly.
Furthermore, you can customize the color scheme and fields in the template to make it more relevant for your business or organization.
How to download and use Employee Reimbursement Form Excel template ?
To use this free employee reimbursement excel template, you should have Microsoft Office/ Microsoft Excel installed in your system.
After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software.
Once extracted, you can open the file using Excel and start entering data or customizing the template.