Expense claim spreadsheet template
One item 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.
| Field | Type | Rules | Note |
|---|---|---|---|
| Claim reference | text | RequiredUnique | |
| Claimant 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 collection refuses to accept
An amount written “(45.00)” for a credit becomes −45 rather than failing, and an amount value 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 item's own problem, not found later in an audit.
Other collections people start from
Sales pipelineOne item is one company you are selling to.CompanytextContact emailemailStageone ofSeatsnumberand 4 morePrice watchOne item is one product page you are watching.Product URLurlProducttextRetailertextPricenumberand 3 moreVendor price listOne item is one product a supplier sells us, at a price.SKUtextProduct nametextUnit pricenumberCurrencyone ofand 4 more