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Free Expense Reimbursement Form Template


If you are a non-profit organization or manage any kind of business, use the Expense Reimbursement Form Template to reimburse employees for general business expenses like office supplies, mileage, software, training fees, travel and so on. This form template also allows you collect digital receipts and other evidence of expenses and store in one database. Let employees record expenses now with this mobile-ready template!


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Free Expense Reimbursement Form Template template

Type

Industry

Spreadsheets make your work smarter

Reimbursement have become a popular activity in organizations as employees usually have one thing or the other they have to do quickly which requires funds. With Google Spreadsheet, you will be able to view employees expenses as they happen and resolve issues in a timely manner. Connect your Google account to the form and you are one step away from managing reimbursements quickly.

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Store and manage files from anywhere

We care about you and your organization so we are giving unlimited file types and sizes. We have also integrated the expense reimbursement forms with Dropbox, Google Drive and Microsoft OneDrive cloud integration services. With Formplus’ cloud integration support, you can receive scanned images of receipts directly to your preferred cloud storage. You can automatically rename submitted file uploads and quickly share them with other members of your team. This is a seamless way of managing files/documents in a single database.

Store Applicant Data with Formplus
Get Notified For Every Submission

The reimbursement process gets easier and faster when you are immediately notified that someone has submitted a response. You can choose to receive notifications after each expense reimbursement form submission, on a daily basis, on a weekly basis, or on a monthly basis. The email is sent to the email associated with your Formplus account or you could route the notifications to multiple emails.

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Get more work done with workflows

You are probably tired of long email threads and piles of paperwork to get your work done. Approvals can help you streamline your day-to-day processes. Simply build an automated document, receipt, reimbursement approval system with Formplus. With workflows, employees can ask for more than they spent on tasks and projects, then ask for reimbursement and ask to sign off the project and more. Allocate resources effectively, accomplish more tasks and your employees will appreciate your effort.

Automate with Workflows
Allow respondents save their progress

There are times when the respondents would like to do some other important tasks while filling in responses on the expense reimbursement form. With Formplus, you can allow respondents save their progress on the form and resume later. This reduces abandonment rate because users then know that they will just continue from where they stopped, rather than starting all over.

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Secure working environment for you

Formplus’ Expense Reimbursement Form is 256-Bit SSL enabled which ensures safe communication between our servers and your web browser. You have the option to add CAPTCHA to your online form to prevent bots and spammers from having access to your data.

Secure Forms Data with Formplus
Tips for Using the Expense Reimbursement Form

Request for reimbursements with this simple online expense reimbursement form template. Start by modifying the form fields to collect specific information about the expenses and mileage. Next, switch up the form design by adding your brand colors, logo, and style on the customization page. 

Turn on email notifications to get notified when a submission has been received. You can choose to get a daily, weekly, or monthly summary. Set up an autoresponder email to notify respondents that they’ve successfully made a request. Do all of this from the form settings page. Share your form by embedding it on your website, a form link, email invite, or QR code. We recommend integrating your Formplus account with your employee management software for a seamless flow of data. 

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