Sheets
4
Review pending requests first
Finance Excel template
Download the Expense Reimbursement Log Template for free. Manage requests, approvals, settlements, and receipt notes in one workbook.
Consultation
If you want to align request volume, approvers, settlement deadlines, and receipt rules with your current workflow, we can help decide what stays in Excel and what moves to the web. We can also adjust the column layout to match your current expense sheet.
If you need team collaboration, mobile data entry, photo uploads, corrective action reminders, or dashboards, view the systemized version.
A free Excel template that keeps requests, approvals, settlements, and receipt notes in one workbook.
Free download
Request form
Receipts
Settlement
Workflow
Traceable
Best for approval checks
Input
Shareable
Helps trace ownership
Input example
Lock in the reimbursement review baseline
Align request number, applicant, department, and approval status first, then track reimbursement progress.
Request no.
ER-2401
Submission date
2026-04-13
Applicant
Aya Yamada
Approval status
Awaiting finance review
Free download
See what is inside the Excel version first
A free Excel template that keeps requests, approvals, settlements, and receipt notes easy to review.
File
Expense Reimbursement Log Template.xlsx
File name：finance_expense_reimbursement_log_template_en.xlsx
Sheets
4 sheets
Purpose
Requests, approvals, settlements
Keeping request numbers, request dates, and departments aligned helps reduce missed checks.
Approval status and settlement status stay in one workbook, so rework is easier to spot.
Receipt notes and amount differences can stay in the same flow, which makes handoff to finance easier.
Start by organizing the request and receipt assumptions.
How Excel is used
How to run expense reimbursement in Excel
The overview screen surfaces requests and pending items first, while the settings screen keeps receipt rules fixed.
Step 1
Register requests
First define the request number and applicant, then align the monthly review checkpoints.
Step 2
Update approvals
Update approval status and expected settlement dates so rework can be spotted early.
Step 3
Check receipts
Log missing receipts and exception handling so the next action is always clear.
Step 4
Monthly review
Bundle the month-end results and expected settlements into a format you can reuse next month.