Use case · Travel & expenses
A travel & expense claims app, from your workbook
Itemized claims with receipts attached, mileage and category totals computed live, and status-driven approval — built from one workbook. Start from the free template.
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Get this template
The Travel Claims starter workbook: a claim header with itemized expenses, five master-data lists, and mileage and category totals computed live. Enter your email to download it and join the early-access list. Enter your email to download the workbook and join the early-access list.
Travel claims usually live in a spreadsheet plus a folder of receipt photos, with mileage redone by hand and "approved?" meaning an email nobody can find. Sheetward turns that workbook into a claims app — itemized expenses, attached receipts, live totals, status-driven approval.
What’s inside this workbook
Read straight from the Travel Claims workbook — the same file you download.
- 1 form
- 2 sections
- 30 fields
- 5 master-data tables
- 22 validation rules
- 8 formulas
- 1 field derivation
Form
Travel Claim
- HEADER — 19 fields
- LINE ITEMS — 11 fields
Master data
Department, Employee, Project, Purpose, Status
What it demonstrates
- Master-data lookups
- Validations within and across sections
- Field derivations from master data
- Formulas within and across sections
Not every app needs every feature — add what yours actually uses. See the Template Gallery
How it works
Open the template
Adjust the fields, lists and rules to match how you work.
Upload & review
Sheetward lists every field, dropdown and rule it detected — confirm, and the app is live.
Submit, approve, reimburse
Claimants submit itemized expenses; approvers change the status and the totals are already computed.
What the template becomes
Itemized claims
A claim header with a line-item expense section — date, description, hotel, meals, mileage, other — from a single Form_ sheet.
Mileage & category totals
Formula_ fields compute mileage (miles × rate), per-line transport, and roll every category up into the claim total — no manual arithmetic.
Receipts on the record
Attach the receipt image or PDF to each expense line, with a safe in-browser preview — the folder-of-receipts problem is gone.
Status-driven approval
A claim-status field is the approval step; roles keep claimants and approvers in their lanes, and conditional rules can require a comment on rejection.
Employee & project master data
List_ tabs become the employee, department, project and purpose dropdowns, so claims are coded consistently for reporting.
Roles, history & export
Per-app roles, a full change history of every status move, and export to Excel, CSV or JSON for reimbursement or accounting.
Why teams pick Sheetward
- Approval you can explain — a status field, roles and plain rules, not a workflow engine.
- Receipts and mileage on the record, computed — not in an inbox and a calculator.
- Flat pricing — every traveller can submit with no per-seat cost.
- Own your data: export anytime, or run the app as a standalone bundle.
Frequently asked questions
Where do receipts go?
Attached to the expense line itself, with a safe in-browser preview — not in a separate folder.
Can I set my own mileage rate and categories?
Yes — the mileage rate and expense categories are workbook values; change them and re-upload, and existing claims are preserved.
Is the template required?
No — any conformant workbook works; the template saves you building the form, lists, rules and totals from scratch.