Download travel expense reimbursement format in Excel and Spreadsheet. This template is useful for HR and Admin team to implement good governance and practice. This helps to improve process around reimbursements for travel and entertainment expenditure.
Try out other formats for reimbursement forms in Excel by Excel Downloads.
About Reimbursement Expense Report
Generally, there are various components in this free excel template that is directly relevant to travel expenses. You can download and customize this template as per your requirement. By default, it comes with all the fields essential for any tour report or tour expenses report. Let’s explore the list of components in this template –
- Purpose of travel, tour or expenses such as meeting clients, survey of the market, procurement of goods, purchase of machinery, etc.
- Secondly Employee details along with Employee ID, department, and reporting authority.
- Also, Period for tour or travel.
- Subsequently, Date of the actual occurrence of expenses.
- Description of expenses that is kept under different heads like air and transport, lodging, phone etc.
- Amount of expenses.
- Expense under Heads.
- Details of advances if any.
Important of Travel reimbursement form
Expense claim forms help companies monitor and record business expenses incurred by staff. Such forms help to tally all the money an individual spends on meals, training, travel, entertainment, and any other incidentals that may have been purchased using their own money as opposed to a previously provided per diem.
Generally, businesses allow their employees to spend the money to enhance their business. The employer reimburses the expenses to respective employees.
So, Being a business owner, it is necessary to ensure that the expenses are made as per the company policy. For proper recording of expenses, an employee prepares expense report. Usually, companies keep it mandatory for the employees to attach the receipts of expenses.
- Reimbursement of expenses paid by an employee on behalf of company.
- Reporting and recording the business expenses.
- Tax purposes. Business expenses reduces the tax liability.
- Business use the report for the analytical purposes.
- It helps the management to curb unnecessary overheads.
- Expense reports help to save fraudulent use.
Download and use travel reimbursement form excel template
To use this free travel expenses 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.
