In this article, we will show you how to create a Google Forms expense report. Simply follow the process below.
Click here to make a copy of our Google Forms expense report template.
Follow the steps below to create a Google Forms Expense Report.
Click on the plus sign or "Blank" to create a new form. This will be the foundation of your expense report.
Name your form, like "Monthly Expense Report", and add a brief description to guide the users on its purpose.
For various expenses, add questions using "Multiple choice" or "Dropdown" for fixed categories, and "Short answer" for entries like expense amounts.
Incorporate a "Date" question so users can indicate the date of each expense, essential for tracking.
Use the "File upload" option for users to attach receipts. This step is vital for keeping accurate records.
Adjust your form's settings to refine how responses are collected, like limiting submissions per person for data integrity.
Before sharing, use the preview feature to test your form's functionality, ensuring there are no errors or areas needing adjustment.
Distribute your form via email, a direct link, or embed it on a site by clicking "Send", selecting the method that suits your audience best.
Regularly review the "Responses" tab to monitor and analyze submitted expense reports. Google Forms organizes this information for easy analysis.
To automatically save and organize responses in a spreadsheet, click on the "Responses" tab at the top of your form. Then, click on the Google Sheets icon (it looks like a green spreadsheet) to create a new spreadsheet for this form’s responses.
You can choose to create a new spreadsheet or link to an existing one. This allows for real-time tracking and analysis of the data as it comes in.
Once your responses are linked to Google Sheets, you can easily review and analyze the data.
We hope that you now have a better understanding of how to create a Google Forms expense report. If you enjoyed this article, you might also like our article on how to set up Google Forms and Asana integration or our article on how to create a Google Forms incident report template.
