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 organization'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 organization'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 template, the way the person you send it to fills it in.
In this template
What is on the page.
- About you: 3 fields
- Items: 13 fields
- Signature: 2 fields
- For approver use: 4 fields
It is your own copy in your workspace. Change any of it before you send.
Send it from code
Send the expense reimbursement template from your own code.
Make your own copy once, then send it to the person you name. A test key sends only to you.
npx docustay templates customize expense-reimbursement --name "Expense reimbursement"
# prints the new template's id; then send it as a test:
npx docustay send --test $DOCUSTAY_TEMPLATE_ID --party 'signer=Name <email>'curl -X POST "$DOCUSTAY_URL/api/v1/documents/send" \
-H "Authorization: Bearer $DOCUSTAY_API_KEY" \
-H "Idempotency-Key: $(uuidgen)" \
-H "Content-Type: application/json" \
-d '{"templateId":"$DOCUSTAY_TEMPLATE_ID","parties":[{"seat":"signer","name":"Name","email":"name@example.com"}]}'What you keep
A sealed copy and its record.
Each person who signs gets the sealed PDF with a certificate of completion, and so do you. Search them in your workspace and read each one by its own record.
Questions
Quick answers.
Who fills it in?
The person you send it to. They are the claimant in this template: they 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 send it to many people at once?
Yes. Send to a list sends your own copy to each person on it, and each person signs their own copy.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then send it. The original is never changed.
Can people attach files?
18 fields make up the expense reimbursement template. Where it has a file box, people may attach a PDF or a picture, and it is stored exactly as they upload it and never converted.
Is this legal advice?
No. The expense reimbursement template is a starting point in plain words. Change what does not fit before you send it.
More like this
More orders and money templates.
Order form
Place an order: items and quantities, delivery or collection, and agreement to the terms. No payment details are collected.
See every field →Orders and moneyPurchase request
Ask to buy something: what, from whom, why, how much and by when, with a quote attached and an approver's signature.
See every field →Orders and moneyVendor information
A supplier's business name, contacts, what it supplies, insurance and certifications, with documents attached. No bank or tax numbers are collected.
See every field →