EXCELCRAFT PRO TEMPLATE
Expense reimbursement
report for Excel.
From receipt to reimbursement without the email chain. Employees' expenses are checked against your policy as they are entered, approvers see the exceptions, and every claim prints as a tidy form.
Planned pricing: $8 a month or $60 a year. No payment is taken today.
- Policy limits checked
- Approval status
- Printable claim form
INSIDE THE WORKBOOK
Every sheet
has one job.
Mint cells are where you type. White cells calculate. Instructions inside the file explain each field.
- Dashboard
- Waiting for approval, approved but not paid, paid this month and policy exceptions, with spend by category and claims by status.
- Claim Form
- Choose a claim ID to fill a printable form with every line, policy flags, totals and signature lines.
- Claims
- One row per claim with employee, purpose, status, approver and dates; totals and exceptions calculate.
- Expense Lines
- Each expense with date, category, amount and receipt; the per-item limit and missing-receipt flags apply automatically.
- Policy · Checks · Instructions
- Per-item limits, receipt thresholds and the employee list with approvers.
WHY IT HELPS
Built around
the real task.
Claims, per-item policy limits, receipts, approvals and a printable claim form.
Your policy, applied line by line
Set a per-item limit and a receipt threshold for each category. Anything over the limit or missing a receipt is flagged before it is approved.
One status per claim
Draft, Submitted, Approved, Rejected or Paid. The Dashboard shows what is waiting and what is approved but not yet paid.
A form that prints itself
Pick a claim ID and Claim Form lists every line with totals and policy flags, ready to sign.
GETTING STARTED
Three steps
to your own version.
The sample shows a working example; the blank version keeps every formula ready for your records.
Set the policy
On Policy, set limits and receipt rules for each category and list employees with their approvers.
Record claims
Add a claim, then its expense lines with dates, categories, amounts and whether there is a receipt.
Approve and pay
Change the status as the claim moves, enter the paid date, and print the Claim Form for records.
QUESTIONS
Before you begin.
Short answers about how the workbook behaves.
Can employees fill it in themselves?
Yes: share a copy, let them add lines, and collect the file. For many employees, keep one master copy with finance.
How is mileage handled?
Enter mileage as an amount (miles × your rate) in the Mileage category, and note the miles in the description.
What happens to amounts over the limit?
They stay on the claim and are shown as Over limit so the approver can decide. To reimburse only up to the limit, use "To reimburse" on the Claim Form.
Can it store receipt images?
No. Mark whether a receipt exists and keep the images in your usual folder or app.
How do I keep my changes?
Use Download XLSX or PDF in the editor before closing the tab. Nothing is saved to a server automatically, and your workbook never leaves your device while you edit.
Will it work in Excel and Google Sheets?
The files use standard XLSX formulas without macros, pivot tables or external links. They are checked with the ExcelCraft engine; compatibility with every Excel or Google Sheets version is not guaranteed. Review formulas, charts and formatting in your app before relying on important figures.
Can I change the currency?
Amounts use a $ number format. Change the cell format to your currency; the formulas do not convert between currencies.
EXCELCRAFT PRO · EARLY ACCESS
Part of
ExcelCraft Pro.
Pro workbooks cover whole workflows: purchasing to receiving, journal to balance sheet, tasks to portfolio health. Pro is planned to include AI credits for editing through chat. Pro downloads and the AI assistant are not available yet.
- Every Pro workbook as it is released, with dashboards, checks and instructions
- Planned: monthly AI credits for editing spreadsheets through chat
- Planned launch pricing; final terms are not set
$8/ month
or $60 / year · planned launch price
No payment today. We email you once when Pro opens.
How Pro worksRELATED
Works well with.
Separate workbooks for neighbouring jobs. Records do not sync between files.
Bookkeeping & General Ledger
Double-entry journal, trial balance, income statement and balance sheet.
See what is inside
Your workbook stays in this browser while you edit. Use Download in the editor to keep your work, and review important figures in the saved copy. How local files are handled.
Original ExcelCraft workbook design, formulas and fictional sample data · CC0. Management tool only; not tax, legal or accounting advice.