FORM TEMPLATE · Orders and money
Expense reimbursement
Claim back expenses: each item, date, amount and purpose, with receipts attached, approved by a manager. No bank details are collected.
Claim expenses you paid for on the organisation's behalf. Attach a receipt for each item. Approved claims are paid the way you are normally paid; do not enter bank details here.
About you
- Full nametext
- Emailemail
- Team or budgettext, optional
Items
- Item 1text
- Item 1 datetext
- Item 1 amounttextIn your normal currency, for example 42.50.
- Item 2text, optional
- Item 2 datetext, optional
- Item 2 amounttext, optional
- Item 3text, optional
- Item 3 datetext, optional
- Item 3 amounttext, optional
- Totaltext
- Receiptsfile (PDF or picture)One PDF or picture with all receipts, or the receipt for the largest item.
- More receiptsfile (PDF or picture), optionalA PDF or a picture (PNG or JPEG). It is kept exactly as you upload it.
- These expenses were paid by me for the organisation's purposes, have not been claimed before and are not being paid backtick box
Signature
- Claimant signaturesignature
- Claimant date signeddate signed
For approver use
- Decisionchoice · ApproverApproved · Approved in part · Not approved
- Notetext, optional · ApproverOptional. Shown on the signed copy.
- Approver signaturesignature · Approver
- Approver date signeddate signed · Approver
What people see
The form, the way the person with the link fills it in.
Expense reimbursement
Claim expenses you paid for on the organisation's behalf. Attach a receipt for each item. Approved claims are paid the way you are normally paid; do not enter bank details here.
About you
Items
Signature
For approver use
18 fields for the person filling it in, plus 4 for the team member.
What people agree to
The wording beside each box.
- These expenses were paid by me for the organisation's purposes, have not been claimed before and are not being paid back from anywhere else.
When you publish
It starts with these settings.
- People sign without an email check.
- Someone on your team counter-signs each response.
- No limit on responses.
- After signing, people can start another response.
- You get an email for every signed response.
- The person gets an email with their signed copy.
Change any of them on the Publish step before the link goes live.
Questions
Quick answers.
Who fills it in?
Anyone with the link. They are the claimant in this form, type their own name and email, fill in each box and sign. Then the approver you choose on your team adds a decision and counter-signs.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then publish it. The original is never changed.
Can people attach files?
Where the form has a file box, people may attach a PDF or a picture. It is stored exactly as they upload it and never converted.
Is this legal advice?
No. It is a starting point in plain words. Change what does not fit before you publish it.
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