Everything you Need to Know About an Expense Reimbursement Form
An expense reimbursement form is a document used by employers to track and approve employee expenses. It outlines the key financial details of their job, including the amount of money allowed for potential reimbursement. By tracking this information, a company can ensure compliance with government regulations and help manage their finances.
Creating an expense reimbursement form is relatively simple. The most important steps involve defining the purpose of the form, outlining the types of expenses that can be claimed, defining the policies and procedures for approving expenses, and setting up a system to track payments. A template can help simplify the process and most companies will find that it’s more cost effective than building a form from scratch.
File Request Pro is the perfect software solution for creating and publishing an expense reimbursement form. Our software gives you the ability to customize the form to your individual needs. Plus, it allows you to integrate your form with popular services such as Google Drive, SharePoint, and Dropbox. With File Request Pro, you can also set up automated email notifications and create unlimited entries. Benefits also include white-label branding, so you can keep your corporate identity intact.Try File Request Pro Now!
Frequently Asked Questions
- What is the purpose of an Expense Reimbursement Form?
An Expense Reimbursement Form is used to document any money spent on business costs and request repayment from the company.
- When should I use this form?
An Expense Reimbursement Form should be used when an employee has made a business-related purchase and needs to be reimbursed for it so that the cost can be tracked and accounted for.
- What information do I need to include in this form?
The Expense Reimbursement Form should include the details of the expenditure, such as the date, purpose of the purchase, amount, and other supporting documentation (e.g. receipts). It should also include the name of the person who made the purchase and the name of the person approving the reimbursement.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Learn more about branding your document collection process.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Find out more about conditional logic.
Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
Read more about the flexible upload-page layouts.
Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
Learn about our integrations.
The easiest way to offer a secure upload service that your clients will love.
Start Free Trial
15 Days Trial - No Credit Card Required