Expense Claim Template

For Expense Claims and reimbursements in most cases, the best practice is to utilise an online approval system where the authorisations & approvals are tracked.

For exceptional situations, (e.g the company size is small) , the expense claim form is done normally through excel spreadsheets.

Collecting Data input from users through excel could be  messy if the users inputting the data does not follow a consistent manner.

Thus such Expense Claim form templates should:

1) Utilise the validation drop-down boxes function as much as possible to restrict the end users input only to list of allowed values ( reference on how to setup drop down lists)

2) The Spreadsheet should be locked ~ End users should only be able to select and key into cells where their inputs are required.

A sample template as attached for consideration. Do note that other than the main "Claim" sheet, the other tabs are meant to be hidden.

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