The Expense report request template helps you collect documents and information in a structured, secure workflow. As an office manager or accountant, you might need to collect documents such as expense reports once in a while. We have made it easy with a quick boilerplate that includes documents commonly requested from employees.
Who is this template for?
This template is designed for professionals in HR, Accounting, Employees. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 4 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Expense info (Form) – Fields: Did you have any expenses to file this month?, Total amount of your expenses for this month (0 if no expenses), Your IBAN Number for refunds
- Expense report (Document upload) – Fields: Your expense report for the current month, Receipts
- End (Information screen)
Documents collected
| Document | Description |
|---|---|
| Your expense report for the current month | Must be in Excel (CSV, XLS, XLSX) format. |
| Receipts | Upload your receipts here (up to 15 receipts). |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Expense report request template?
It is a ready-to-use document collection template with 4 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Expense report request template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Expense report request” template, and start collecting documents today. Check our pricing for details.