If your idea of processing reimbursements involves sorting through crumpled receipts and back-and-forth emails, steal this template. It lets you build a simpler, fully functional expense reporting hub with built-in automation.

Why use our expenses form template?

✓ Create your form easily with no coding required
✓ Customize it with branding and form fields
✓ Share your form through a link or embed code
✓ Get instant notifications for newly submitted responses
✓ View all expenses in an organized table
✓ Send expense data to thousands of apps

Who should use this template?

Freelancers juggling gigs, a small business owner keeping a tight rein on finances, or an employee who uses a spreadsheet or other basic expense report. Really, it's great for anyone who needs an automated expense tracker that is fully customizable, making expense-tracking pain free.

How does this template work?

Inside the template, you'll find:

• An expenses form — Populate the form with short text fields and any other elements you want.
• A viewable expenses page — See a live view of submitted expenses in one place.
• An expenses table — Track all expenses in a single, organized database.
• Automated cost calculation — Click Send email in your expenses page or table to trigger a Zap that automatically emails your finance team (or your contact of choice).

To make setup easier, we populated the expenses form with fields for a short-text description, expense category, amount, date, and receipt file upload—but you can modify these fields with just a few clicks to suit your needs.

After someone submits the form, the expense item will flow into a table. It'll also populate the viewable expenses page. Both let you see your spending all in one place.

As soon as you're ready to process the expense, just push a button in the table to trigger a workflow that automatically emails someone the item.