Financepdf

Expense Report

Generate professional expense reports from your data in seconds

Using Lark? Try it in a Lark Base with sample data
Expense Report

See the Result

Download a sample of the generated document to see exactly what you'll get.

See the Result (.pdf)

Sample data

The records this template expects, ready to try it: a workbook for Excel, one CSV per tab for Google Sheets, and a request body for the document API.

About This Template

Processing expense reports is one of the most tedious tasks in any finance department. Employees submit receipts, finance teams manually compile them into reports, and managers review stacks of inconsistently formatted documents. The entire cycle wastes time and introduces errors.

This free expense report template eliminates the manual compilation step entirely. Use it with the spreadsheet, list or Base where employees log their expenses, select the records you need, and AutomaDoc generates clean, professional PDF expense reports in seconds. Each report automatically includes employee details, itemized expenses, receipt references, category totals, and approval sections.

Perfect for finance departments, project managers, and small businesses that need to streamline expense reporting without investing in expensive dedicated software.

What's Included in This Free Template

Professional expense report layout with employee details
Expense line items with dates, descriptions, and amounts
Receipt references and supporting documentation links
Category totals and grand total calculations
Approval workflow section with manager sign-off
Bulk generation: create expense reports for multiple employees at once

How to Use This Template

1

Download the free Word template below

2

Open the template in Microsoft Word to customize the layout, add your company logo, and adjust formatting to match your brand

3

Open AutomaDoc next to your data (in Excel, Google Sheets or a Lark Base), upload your customized template, and choose your expense reports table

4

Select the expense records you want to report and click Generate. Your expense reports are ready to download or saved back next to your data

Download Your Free Template Now

Download it, customize it in Word, and generate documents from Excel, Google Sheets, Lark Base or the API.

More Free Templates