Expense Reimbursement
HR
Finance & Accounting · People & HR
Request a reimbursement with amount, category, date, cost center, and a receipt file finance can audit.
Expenses pasted into email without a receipt or a cost center sit in finance for weeks. This request asks for the amount, the category, and a file someone can audit.
Who it is for
Office managers and lean finance desks that still reimburse on the payroll cycle.
When to use it
Use it after the purchase. Equipment Request is something IT should buy. Contractor Intake is how vendors get set up, not how employees get paid back.
What this form collects
Employee identity, spend date, category, amount, optional cost center, a receipt file, and a business purpose.
- Travel out-of-pocket recap
- Team dinner reimbursement
- Software the card did not cover
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Expense Reimbursement
Frequently asked questions
Does this pay the employee?
No. Finance still runs payroll or the bill-pay tool. The form is the request plus the receipt.
Why is amount a short text instead of a payment field?
GRTforms does not collect cards or push money. A typed amount is a claim, not a transfer.
Can I require a mileage log?
Add a file or long-text field after you clone it for the mileage path only, or split mileage into its own form.
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