Use case · Travel & expenses
A travel & expense claims app, from your workbook
Itemized claims with receipts, mileage and per-category totals, a submit-and-approve status, and role-based access — generated from one workbook, no workflow tool. Start from the free template.
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Get this template
The Travel Claims starter workbook — a claim header with an itemized expense section, five master-data lists, receipt attachments and mileage/total formulas. Download it, adjust the sheets, and upload. 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 the mileage math redone by hand and “approved?” meaning an email nobody can find. Sheetward turns that workbook into a claims app: itemized expenses with receipts attached to the record, totals that compute themselves, and an approval modeled with a status field and roles — no black-box workflow.
Employees, projects and purposes come from List_ tabs; mileage and per-category totals are Formula_ fields; receipts attach to each line; and the claim status drives who does what. The workbook stays the design you can revise.
How it works
Open the template
Download the Travel Claims workbook: a Form_ sheet with a claim header and an itemized expense section, List_ tabs for employee, department, project, purpose and status, Rules_ for date and required-field checks, and Formula_ rows for mileage and totals.
Upload & review
Sheetward lists every field, dropdown, rule and computed total. Adjust the mileage rate and categories to your policy and confirm.
Submit, approve, reimburse
Claimants enter itemized expenses with receipts; approvers change the status; the dashboard-ready totals feed your reimbursement run. Export to Excel any time.
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
Does the template calculate mileage and totals?
Yes. The Formula_ rows compute mileage (miles driven × rate), each line’s transport, and roll hotel, meals, transport and other into the claim total — all live computed fields.
Where do receipts go?
You attach the receipt file directly to the expense line. Images, PDFs and text preview safely in the browser; executable file types are refused.
How does approval work without a workflow engine?
Approval is a claim-status field plus roles: claimants (editor) submit, approvers (admin/owner) change the status, and a conditional rule can require a comment to reject. It’s transparent and easy to change in the workbook.
Can I set my own mileage rate and categories?
Yes — the rate and the expense categories live in the workbook. Change them in the sheets and re-upload; existing claims are preserved.
Is the template required?
No — it’s a head start. Any conformant workbook works; the template just saves you laying out the claim form, lists, rules and mileage math.