Human Resources
Expense Report
A 3-section expense report with employee info, detailed expense entries (category, date, amount, currency, receipt, justification), and summary with policy acknowledgment. Supports draft saving.
14 fields·3 sections
Schema
{
"id": "expense-report",
"version": "1.0.0",
"title": "Expense Report",
"description": "Submit your expense report for reimbursement. Attach receipts for expenses over $25.",
"settings": {
"showProgress": true,
"progressStyle": "steps",
"navigation": {
"showBack": true
},
"allowDraftSave": true
},
"submitAction": {
"type": "callback"
},
"sections": [
{
"id": "employee-info",
"title": "Employee Information",
"questions": [
{
"id": "employee_name",
"type": "short_text",
"label": "Employee Name",
"required": true,
"validation": [
{
"type": "maxLength",
"value": 100
}
]
},
{
"id": "department",
"type": "short_text",
"label": "Department",
"required": true,
"validation": [
{
"type": "maxLength",
"value": 100
}
]
},
{
"id": "manager",
"type": "short_text",
"label": "Approving Manager",
"required": true,
"placeholder": "Name of your direct manager",
"validation": [
{
"type": "maxLength",
"value": 100
}
]
},
{
"id": "report_period",
"type": "single_select",
"label": "Reporting Period",
"required": true,
"options": [
{
"label": "This Week",
"value": "this-week"
},
{
"label": "Last Week",
"value": "last-week"
},
{
"label": "This Month",
"value": "this-month"
},
{
"label": "Last Month",
"value": "last-month"
},
{
"label": "Custom Period",
"value": "custom"
}
]
}
]
},
{
"id": "expenses",
"title": "Expense Details",
"description": "List each expense item",
"questions": [
{
"id": "expense_category",
"type": "single_select",
"label": "Expense Category",
"required": true,
"options": [
{
"label": "Travel — Flights",
"value": "travel-flights"
},
{
"label": "Travel — Hotel",
"value": "travel-hotel"
},
{
"label": "Travel — Ground Transport",
"value": "travel-ground"
},
{
"label": "Meals & Entertainment",
"value": "meals"
},
{
"label": "Office Supplies",
"value": "office"
},
{
"label": "Software / Subscriptions",
"value": "software"
},
{
"label": "Training / Conference",
"value": "training"
},
{
"label": "Client Expenses",
"value": "client"
},
{
"label": "Other",
"value": "other"
}
]
},
{
"id": "expense_date",
"type": "date",
"label": "Expense Date",
"required": true
},
{
"id": "description",
"type": "short_text",
"label": "Description",
"required": true,
"placeholder": "Brief description of the expense",
"validation": [
{
"type": "maxLength",
"value": 200
}
]
},
{
"id": "amount",
"type": "number",
"label": "Amount ($)",
"required": true,
"config": {
"type": "number",
"min": 0.01,
"max": 50000,
"step": 0.01,
"prefix": "$",
"decimalPlaces": 2
}
},
{
"id": "currency",
"type": "dropdown",
"label": "Currency",
"required": true,
"options": [
{
"label": "USD — US Dollar",
"value": "USD"
},
{
"label": "EUR — Euro",
"value": "EUR"
},
{
"label": "GBP — British Pound",
"value": "GBP"
},
{
"label": "CAD — Canadian Dollar",
"value": "CAD"
},
{
"label": "AUD — Australian Dollar",
"value": "AUD"
},
{
"label": "Other",
"value": "other"
}
]
},
{
"id": "receipt_url",
"type": "url",
"label": "Receipt Link",
"required": false,
"placeholder": "https://drive.google.com/...",
"helpText": "Required for expenses over $25. Upload to Google Drive / Dropbox and paste link."
},
{
"id": "business_justification",
"type": "long_text",
"label": "Business Justification",
"required": true,
"placeholder": "Why was this expense necessary?",
"validation": [
{
"type": "minLength",
"value": 10
},
{
"type": "maxLength",
"value": 500
}
]
}
]
},
{
"id": "summary",
"title": "Summary & Submission",
"questions": [
{
"id": "total_amount",
"type": "short_text",
"label": "Total Amount Requested",
"required": true,
"placeholder": "$0.00",
"helpText": "Sum of all expenses in this report"
},
{
"id": "additional_notes",
"type": "long_text",
"label": "Additional Notes",
"required": false,
"placeholder": "Any context for the approver...",
"validation": [
{
"type": "maxLength",
"value": 500
}
]
},
{
"id": "policy_acknowledgment",
"type": "boolean",
"label": "I confirm these expenses comply with company expense policy",
"required": true
}
]
}
]
}Preview
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