Expense claim spreadsheet template

One row is one expense somebody wants paying back. Employees and contractors, generally as a spreadsheet at the end of the month, generally the day the month closes.

Use this sheet All templates

Field	Type	Rules
Claim reference	text	RequiredUnique
Claimant email	email	Required
Expense date	date	Required
Amount	number	Required
Currency	enumUSD · EUR · GBP	Required
Category	enumTravel · Meals · Accommodation · Software · Equipment · Other	Required
Description	text	Optional
Receipt link	url	Optional
Reimbursable	boolean	Optional

What this sheet refuses to accept

An amount written “(45.00)” for a credit becomes −45 rather than failing, and an amount cell holding “approx 45” is refused.

A duplicate claim reference is caught before it is paid twice.

A missing receipt link on a claim that requires one is flagged as the row's own problem, not found later in an audit.

Other sheets people start from

Vendor price listOne row is one product a supplier sells us, at a price.8 fields Invoice line itemsOne row is one line on one supplier invoice.9 fields Inventory countOne row is one SKU counted in one place on one day.7 fields