Why this template works
Managing reimbursements shouldn't feel like detective work. But too often, the process is vague, inconsistent, and hard to enforce - especially for lean finance teams juggling approvals, audits and compliance. This template is designed to set clear expectations for staff claiming reimbursements, ensure faster approvals by collecting the right details up front, minimise policy breaches and delays caused by missing receipts or unclear rules, and support better audit outcomes with a paper trail that’s easy to follow. It’s a simple way to get everyone on the same page, from the employee buying a coffee for a client, to the CFO signing off on a travel reimbursement.
