SharePoint Expense Reimbursement and Approval Site Template

Description of Template
The Expense Reimbursement and Approval Site SharePoint template helps companies track and organize employee expense reports. Each employee views a list of their expenses that are saved, submitted and approved. To be able to approve an expense a user must be a part of the Approvers group. Users of the approvers groups will see a list of submitted and approved expenses. In addition to helping teams simplify the process of submitting and approving expense reports, the site also allows Human Resources managers to upload expense related documents, such as travel policies or approved hotel chains. Also included are announcements and tasks, which can be used to track items pertaining to the expense approval process.

Activities Performed in this Application Template

  • Create an Expense Report: Site users create an expense report with personal and trip information as well as line item expenses. The document includes fields for expense code, department and manager information as well as categories for expense items. 

    Click on the ellipse next to each line items to add more detailed information.
  • Approval Process Once an expense report has been submitted, a site approver and reject or approve within the expense report. 
  • Human Resources Information The site enables the Human Resources department to facilitate communication of travel announcements and policies through the website. The team can use the site to upload and store travel related documents, giving site users a single location to find information on appropriate expense report usage. The system can also be used to inform users of approved vendors or of discounts such as airfare discount announcements or hotel room blocks for companywide events.

Site Lists and LibrariesExpense: This document library houses expense report submissions. All related information from the submitted expense reports is also stored here, including properties on approval status, submitting user and comments.
Information: This document library can be used to upload information related to expense report and travel policies.
Announcements: Use the announcements list to post messages on the home page of the Expense Reimbursement and Approval site for all site users to read.
Tasks: Use the Tasks list to keep track of work that the team needs to complete.