Sheets
6
Review pending requests first
Finance Excel template
Expense Reimbursement Log Template
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, receipt attachments, approval follow-up reminders, or dashboards, discuss a custom system. The system example link is available only in supported languages.
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
6 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 request and receipt rules. Calculate amounts, check missing receipts and policy limits separately, then manually update results and the dashboard.
How Excel is used
How to run expense reimbursement in Excel
Review requests and pending work first. Set receipt requirements in the settings and enter review results in the workbook manually.
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.
Excel to screen mapping
Which Excel columns become the reimbursement screen
Separating requests, approvals, and settlements makes the workflow easier to follow.
Excel element
System element
Notes
Excel element
Request list
System element
Request table
Notes
Track request number, applicant, amount, and department.
Excel element
Approval list
System element
Approval board
Notes
Keep waiting items and rework status visible.
Excel element
Settlement history
System element
Activity timeline
Notes
Record the request date and the expected and actual payment dates. If you need an approval date, record it in Notes or add a dedicated column.
Excel element
Receipt notes
System element
Notes board
Notes
Keep receipt gaps and exception notes together.