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Expense Claim & Reimbursement System (Excel)
Run employee expense claims properly: a policy with limits by category, every claim line with bill, approval and payment status, automatic over-limit and missing-bill checks, and a printable claim form.
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Monthly MIS Report & KPI Dashboard for Companies (Excel)₹499Expense claims usually arrive as a pile of crumpled bills and a WhatsApp photo. Accounts can't tell what's approved, employees don't know when they'll be paid, and policy limits are applied differently each time.
What it does
- Policy: categories with a limit per line (0 for actuals) and the amount above which a bill is required
- Claims: claim number, date, employee, department, category, details, amount, bill attached, approver, approved amount and paid date
- Checks: 'Over limit by ₹800' or 'Bill needed' on each line
- Status: Pending, Approved or Paid
- Claim Form: type a claim number for a printable form with all its lines and signature spaces
- Summary: claimed, approved, pending approval, approved but not paid, and spend by category
Clear for everyone
Employees see the rules, approvers see what they're signing, accounts sees what to pay.
Everything you get
Policy
Limits and bill rules by category
Claims
800 lines with checks and status
Claim Form
Printable for any claim
Blank + sample
Sample with four claims
Files in your download
- XLSXExpense_Claim_Reimbursement_System.xlsx98 KB
- XLSXExpense_Claim_Reimbursement_System_SAMPLE.xlsx99 KB
Start in 5 simple steps
A step-by-step guide is also included inside your download.
- 1
Set limits
Per category
- 2
Log claims
One line per expense
- 3
Approve
Name and amount
- 4
Print the form
For signatures
- 5
Pay on time
Within 7 days
Questions about this product
Can one claim have several lines?
Yes. Use the same claim number; the claim form shows up to 12 lines.
What if someone spends above the limit?
The line is flagged. The approver can approve the limit amount or the full amount with a reason.
Does it handle advances?
Log an advance as a negative line in the claim, so the form shows the net amount to pay.
Can employees fill it themselves?
Yes, in Google Sheets with edit access to the Claims sheet, or they can send details for HR to enter.
Is GST tracked?
Note GST invoices in Details. Your accountant can then claim input tax credit where allowed.
How do I get the files after payment?
A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.
Can I use it on my phone?
Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.
What if something does not work?
Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.
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