Employment & HR forms

Expense claim form template

Expense type, amount, date, purpose and receipt link, for teams without an expenses system.

7 questions · about 2 minutes to complete · free on every plan

Free account required. The template is copied into your workspace; edit anything before publishing.

When to use it: Within 30 days of the expense.
Who it is for: Employees claiming expenses.

How to use this template

Send the new-hire form before day one so accounts and payroll are ready.
Collect only what HR needs; keep sensitive details out of general forms.
Export to your HR system or spreadsheet weekly.

Questions in the expense claim form template

1. Your details
contact info
2. Expense type
dropdown · Travel, Meals, Accommodation, Supplies, Software, Other
3. Date of expense
date
4. Amount and currency
open text
5. Business purpose
open text
6. Link to receipt (shared drive or photo)
open text
7. I confirm this expense complies with the expenses policy
single choice · I confirm, I do not confirm

What the results look like

IllustrativeSynthetic sample of 120 responses generated for this preview, not real survey data. Your results page shows the same charts for your own responses.

1.Expense type

120 answered

Answer distribution
Answer	Count	Percent
Travel	12	10%
Meals	20	17%
Accommodation	12	10%
Supplies	17	14%
Software	32	27%
Other	27	23%

2.I confirm this expense complies with the expenses policy

120 answered

Answer distribution
Answer	Count	Percent
I confirm	72	60%
I do not confirm	48	40%

How to read these questions

dropdown: Treat like a single choice; group long lists into a few buckets before comparing segments.
single choice: Read the share choosing each option, then cross-tab by a segment question to see who differs.

Frequently asked questions

Is it safe to collect employee details in a form?

For names, contact details and preferences, yes: responses are encrypted at rest and only workspace members can see them. Keep government ID and bank details out of general forms.

How long does the expense claim form take to complete?

About 2 minutes: 7 questions, most of them single-tap. Every question can be edited, removed or reordered in the builder before you publish.

Is this template free to use?

Yes. Every template is included on the Free plan. Sign up, click Use this template, and it is copied into your workspace where you can edit it, add your logo and share it by link, email or embed.