Expense report template
Paste your expenses or drop receipts. Get a spreadsheet with subtotals by category.
Nothing sends until you start, and you can change anything afterwards.
Export formats
- Excel spreadsheet (.xlsx) Opens in Excel, Numbers, and Google Sheets.
Every export also lands in your Library as an artifact you can revise, share with a link, and pick up again in another chat.
Templates
Conference trip expense report
- An Excel file with a formula grand total of $1,546
- Subtotals for airfare, lodging, meals, ground transport and the conference
- Date and vendor fields left blank because they were not given, with spare rows to add more
Site visit expense report
- An Excel file with a formula grand total of $301.80, with mileage worked out at $93.80
- Subtotals for mileage, parking, meals, safety equipment and tools
- Tested: adding an expense in a blank row updates its subtotal and the total
Team event expense report
- An Excel file with a formula grand total of $820
- Subtotals for meals, printing, venue, event supplies and raffle prizes
- 14 spare rows for the receipts you have not listed yet
How it works
- Start from a template below, paste your expenses, or attach photos and PDFs of the receipts.
- askROI lists each expense with date, vendor, category, and amount, adds formula subtotals and a grand total, and builds the Excel file.
- Download it, or ask for your company's categories, a different currency, or a mileage rate.
What people use it for
- Instead of a blank expense report get your own list sorted, totaled and ready to submit.
- Business travel turn a trip's receipts into the report finance wants.
- Monthly claims keep recurring work expenses in one submitted file.
- Freelancers total deductible expenses by category for your accountant.
- Team events total a shared event's receipts by category for one claim.
Questions
Can it read my receipts?
Yes. Attach photos or PDFs and askROI reads the date, vendor, and amount from each. Check the figures before you submit, as faded receipts can be misread.
Does it calculate the totals or just type them?
It uses formulas, so the subtotals and the grand total update if you correct a line or add a missing expense in the file.
Can I use my company's categories?
Yes. Tell askROI the categories your expense policy uses and it maps each line to one of them.
Will it add expenses I did not give it?
No. Every row comes from what you pasted or attached. Where a receipt is unclear it picks the closest category and flags the row in the description so you can check it.
Is this expense report template free?
Yes. You can make expense reports on the free plan. Paid plans raise the usage limits and include more credits for Premium mode.
What does it not do?
It does not submit the report or check it against your company's policy unless you share the policy. It builds the file from what you give it, so review it before you send it.