About this template
A business expense submission form with category selection, amount, description, and receipt confirmation.
Form blocks used
This template uses the following form blocks. Click to learn more about each.
Short text
Single line for names, titles, brief answers
Validated email with optional domain filtering
Date
Date picker with optional time selection
Multiple choice
Select one or more options from a list
Long text
Multi-line for comments, feedback, descriptions
Yes / No
Simple binary choice with customizable labels
Common pitfalls to avoid
- Missing expense categorization for accounting
- No receipt documentation
- Incomplete business purpose justification
How it works
1. Click "Use this template" to open the form builder with all fields pre-configured.
2. Customize the questions, add your branding, and adjust settings as needed.
3. Publish your form and share the link or embed it on your website.
4. Collect responses securely with built-in consent tracking and compliance features.
Frequently asked questions
Can employees attach receipts?
Yes, you can add a file upload field to collect receipt images or PDFs.
How do I track approval status?
Use webhooks to connect to your expense management or accounting system for tracking.
Can I set spending limits by category?
You can add conditional logic or validation rules based on expense categories.