SharePoint Expense Reimbursement and Approval Site Template

Manage expense requests through an expenses list and custom forms.

The custom edit and new list forms enables users to enter itemized expense items.

The display form enables managers (approvers) to approve or reject the expense request.

Both forms replace the out of the box SharePoint forms and are accessible through the list’s new, edit and view links.

To get started:

  1. Enter your email below to download.
  2. Go to installation and deployment to install template.
  3. Go to SharePoint form customization to replace the out of the box SharePoint forms with the new ones for the newly created “expenses” list.

Go to contact, if you have questions or need help.