Do you need a simple reimbursement form template for your WordPress website? When you embed the reimbursement form from WPForms on your site, anyone who needs to collect reimbursements can submit the form quickly and easily.
How Do I Make a Reimbursement Form?
Reimbursement forms exist in a variety of forms. If you search for them online, you’ll get different versions. In addition to the employee’s contact information, a standard reimbursement form collects a record of expenses.
The employee will have to submit the date of the expense, what it was, and how much total money was spent. Our reimbursement form template allows ten spaces for this information, but you can certainly add more if you need them.
How Does Our Reimbursement Form Template Work?
This comprehensive template includes essential fields, making it a versatile tool for various reimbursement needs. Here’s a breakdown of each field:
- Employee Name: The starting point where employees enter their full name, ensuring each form is clearly attributed to the right person.
- Employee Email: For communication and follow-up, the employee’s email address is captured.
- Manager Name: This field records the name of the employee’s manager or supervisor, streamlining the approval process.
- Manager Email: Including the manager’s email facilitates direct communication and notification regarding the reimbursement request.
- Expense Period Begin: Employees mark the start date of the expense period, establishing the timeframe for the claimed expenses.
- Expense Period End: Similarly, the end date of the expense period is noted, providing a complete view of the timeframe for incurred expenses.
- Total Expenses: Here, employees enter the sum of all expenses for the period, providing a quick overview of the claim amount.
- Reimbursement Owed: This field allows employees to specify the total amount they claim for reimbursement.
- Images of Receipts: With a file upload option, employees can attach up to 10 images of receipts, offering proof of expenses and ensuring transparency.
- Additional Comments: Employees have the space to add any extra details or explanations about their expenses, enhancing clarity and understanding.
Check out this guide for more information how to create a reimbursement form with personalized notification and confirmation messages, along with a digital signature field to authenticate expense approvals.
Sign Up with WPForms Today!
Our Reimbursement Form Template goes beyond just collecting expense records. It’s designed to offer a seamless experience for both employees and managers. The form is intuitive, easy to fill out, and customizable to fit the specific needs of your organization.
WPForms makes editing and customizing this template a breeze with its user-friendly drag-and-drop form builder. Whether you need to adjust the number of receipt uploads or add fields for mileage or other specific expenses, the flexibility is at your fingertips.
Get started with WPForms today and transform the way your organization handles reimbursements. This template not only simplifies the submission process but also streamlines the review and approval workflow, making it a win-win for employees and management alike.
