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Expense Report

Employees submit expenses as email forwards, photos of receipts with captions, and rambling descriptions. This template captures the employee, expense date, category, amount, currency, business justification, and receipt availability, creating structured records that finance can approve without chasing details.

See it in action

What users type

Submitting expenses from the Chicago client visit last week. I'm Derek Olsen (derek.olsen@company.com). March 31st: flight to O'Hare $387, hotel at Hyatt Regency $224/night for two nights ($448 total), Uber from airport $42. Also took the client team out for dinner at Gibson's on April 1st, that was $312 for four people. I have receipts for everything except the Uber which I can pull from the app.

What you get

Employee Name

Derek Olsen

99%
Email

derek.olsen@company.com

99%
Expense Date

2026-03-31 to 2026-04-01

94%
Category

Travel

90%
Amount

$1,189 total (flight $387, hotel $448, Uber $42, dinner $312)

96%
Business Purpose

Chicago client visit - travel, accommodation, and client dinner

95%
Receipt Attached

Yes

88%

Extracted fields

FieldTypeRequired
Employee NametextRequired
EmailemailRequired
Expense DatedateRequired
CategoryselectRequired
AmounttextRequired
Business PurposetextRequired
Receipt AttachedbooleanRequired

Use this template

Sign up and select “Expense Report” from the template gallery. Customise any field before going live.

Start with this template — free