Expense claim template

Claim back expenses with amount, category and receipts. Use it as it is or change anything, then share a link, embed it on your site or print a QR code.

Preview all templates
  • 8 questions
  • Fills a document
Expense claim form as respondents see it

Questions in this form

  • Employee name required
  • Email required
  • Date of expense required
  • Category required
  • Amount required
  • Currency required
  • Business purpose required
  • Receipts required

The document it creates

Every response becomes a ready made expense claim document laid out in the Modern design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.

How to use it

  1. Use the template. It opens in the form builder with the Clean theme already applied.
  2. Make it yours. Change questions, logic, colours and fonts. The live preview shows exactly what respondents will see.
  3. Publish and share. Copy the link, embed the form on your website or download its QR code. Responses arrive in a table with charts and exports.

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Questions

Is this expense claim template free?

Yes. Create a free FormsBat account, use the template and share the form. The Free plan includes unlimited forms and 1,000 responses a month.

Can I change the questions and design?

Yes. Add, remove and reorder questions, change any wording, pick another theme or accent colour, and add your logo. The template uses the Clean theme.

Do people need an account to answer?

No. Respondents open your link on any phone or computer and answer without signing up.

What happens to each response?

Every response becomes a ready made expense claim document laid out in the Modern design, as a PDF or Word file. It is saved to your Drive in a folder for this form and attached to the respondent's copy of their answers. With Pro you can switch to your own Word or PDF template.

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