Claim review
- Check the business purpose and receipt for each line.
- Confirm amounts use the stated reporting currency.
- Review reimbursement and tax treatment separately.
- Record approval and payment confirmation.
FREE RESOURCES / PAYROLL
Expense reimbursement form.
Receipts in, clear totals out. Give employees a simple way to list expenses and reviewers a place to record the approved reimbursement.
Excel
PDFFree download
Preview of the actual PDFREADY FOR YOUR NEXT PAYDAY
Make it yours.
Download a fresh copy, add your details and adapt it to the way your team works.
- An itemized expense log and claim total
- Separate claimed and approved amounts
- Receipt references, review notes and payment record
No account or email required. Free for internal business use.
FROM DOWNLOAD TO DONE
How to use this template
- Enter the employee, claim period and reporting currency.
- List each expense with its business purpose, receipt reference and total amount in the reporting currency.
- Have the approver enter the approved amount for each item.
- Record the payment reference after reimbursement and retain supporting receipts securely.
WHAT YOU CAN PREPARE
A clearer process, step by step.
Before you download
Can I submit expenses in several currencies?
Convert and document them under your business's approved process first. Enter all lines in the one reporting currency shown on the form.
Does the total include tax?
Enter the total amount claimed, including tax where applicable under your policy. Any tax recovery or payroll treatment needs a separate review.
Do I need a PayHr account?
No. Every resource is available to download directly. Email updates are optional and separate from your download.
Will PayHr receive the information I enter?
No. These are files you download and complete yourself. PayHr does not receive the contents of your completed template. Keep employee and payroll records in your own secure storage.
OPTIONAL EMAIL UPDATES
Keep useful payroll tips close.
Get PayHr product updates, new tools and practical payroll guides. Your tools and downloads are free without subscribing.
Keep your preparation going.
All resources
PDFPayroll-run checklist
A repeatable check before every payday. Keep approved hours, employee changes, payment instructions and your final review in one place.
View resource
ExcelPDFPayroll reconciliation worksheet
Make differences visible before they become a mystery. Compare the payroll register with your accounting and payment records, then document the follow-up.
View resource
WordPDFEmployee information form
Start with the everyday details. Keep contact and job information organized while sensitive identity and bank details stay in your secure collection process.
View resourceYOUR NEXT PAYDAY, TOGETHER
A good template is a start.
PayHr brings it together.
Explore free payroll software for Canadian businesses, with unlimited employees, contractors and pay runs.
Create your free workspace See plan details