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Industry-Specific

Employee Expense Reporting Experience Survey

Evaluates how easy, fast, and frustration-free your expense reporting process really is for employees who submit and get reimbursed for business costs. Includes an AI follow-up interview that reconstructs a recent real submission to surface exactly where the process breaks down, beyond generic satisfaction scores.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Hi! We're trying to make expense reporting less painful. This short survey covers how you track and submit business expenses today — about 5 minutes, and your honest answers will directly shape what we fix. Your responses are completely confidential and anonymized.

Q02
選択式必須

In the last 3 months, how often have you submitted an expense report?

  • Not at all
  • Once
  • 2-3 times
  • 4-6 times
  • More than 6 times
Q03
選択式必須

Which method do you primarily use to track and submit your business expenses?

  • Dedicated expense app (e.g., our company tool)
  • Spreadsheet
  • Email + paper receipts
  • Company credit card statement only
  • I ask someone else to submit for me
Q04
オピニオンスケール必須

Overall, how easy is it to submit a complete expense report at your company?

スケール: 1 – 7
最小:Very difficult最大:Very easy
Q05
マトリクス必須

Rate how easy or difficult each part of the expense process is for you.

5行 × 5列
  • Capturing and saving receipts
  • Categorizing expenses correctly
  • Getting reimbursed quickly
  • Understanding what's allowed by policy
  • Using the tool on a phone
列: Very difficult · Difficult · Neutral · Easy · Very easy
Q06
評価スケール必須

How satisfied are you with how quickly you get reimbursed after submitting?

範囲: 1 – 5
最小:Very dissatisfied最大:Very satisfied
Q07
数値

About how many minutes per month do you personally spend on expense-related tasks (logging receipts, filling out reports, chasing approvals)?

Q08
ベスト・ワースト選択（MaxDiff）必須

If we could only fix a few things about expense reporting, which would matter most and least to you?

  • Faster reimbursement
  • Automatic receipt scanning
  • Clearer, simpler policy rules
  • A better mobile app experience
  • Automatic import from credit card statements
  • Fewer approval steps
  • Real-time visibility into report status
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least
Q09
AIインタビュー

Walk the respondent through the most recent expense report they actually submitted: what expenses were in it, how long the whole process took from purchase to reimbursement, and where it got stuck or annoying. If they rated any step in the ratings battery as 'difficult' or 'very difficult', probe that step specifically for what exactly went wrong and what would have fixed it. If they said someone else submits for them, ask why they avoid doing it themselves.

Q10
選択式

Which best describes your role?

  • Individual contributor
  • People manager
  • Executive / leadership
  • Finance or accounting team
  • Prefer not to say
Q11
選択式

How often do you typically travel or incur out-of-pocket costs for work?

  • Rarely or never
  • A few times a year
  • Monthly
  • Weekly or more
  • Prefer not to say
Q12
メッセージ

Thanks for the detailed answers! We'll use this to prioritize fixes to the expense process — faster reimbursements and less busywork are the goal.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Goes beyond a satisfaction score with an AI follow-up interview that reconstructs a respondent's actual most recent expense submission to pinpoint exactly where the process broke down
  • Combines quantitative measures (opinion scale, matrix ratings, satisfaction rating, numeric time-spent question) with qualitative depth from the AI interview for a fuller picture
  • Uses a MaxDiff exercise to force-rank which fixes matter most, so results translate directly into prioritized action items rather than vague pain-point lists
  • Segments by role and travel/out-of-pocket frequency, so reports can be broken down by employee type rather than treated as one-size-fits-all feedback

Jotform

Create Free Expense Tracking Forms - Expense Tracking Form Templates

This is a template category/collection page rather than a single fielding-ready survey, offering many customizable expense-tracking form layouts. It's aimed at data capture (receipts, amounts, categories) rather than measuring employee experience or process friction. Useful as a starting point for building a form, but requires assembly and doesn't include any interview or experience-scoring component.

優れている点

  • Wide variety of customizable form templates to choose from
  • Drag-and-drop form builder with broad field/type options
  • Established, well-known forms platform with integrations

物足りない点

  • A form gallery, not a purpose-built experience survey with pre-set questions
  • Static fields only — no adaptive follow-up probing into a specific submission
  • No published methodology or automated quality scoring of responses

SurveySparrow

Free Expense Request Form Template

A ready-to-use template focused on collecting expense reimbursement requests (amounts, categories, receipts) rather than diagnosing the employee experience of the process itself. It fits SurveySparrow's conversational form style but is transactional in intent, not an experience/diagnostic survey. No component reconstructs a specific past submission to find friction points.

優れている点

  • Conversational, chat-like form format
  • Pre-built fields tailored to reimbursement requests
  • Fits within SurveySparrow's broader survey/form suite

物足りない点

  • Designed for request intake, not for measuring process friction or satisfaction
  • No adaptive AI interview to dig into a real recent submission
  • No task-based or screen-share style verification of the process

SurveyMonkey

Expense Reimbursement Report Survey Template

A dedicated, fielding-ready survey template aimed at gathering feedback on the reimbursement experience, closer in spirit to QuestionPunk's use case. It likely relies on standard closed-ended satisfaction and rating questions rather than reconstructing an actual submission. Backed by SurveyMonkey's established survey infrastructure and reporting.

優れている点

  • Purpose-built survey template for reimbursement feedback
  • Backed by mature survey distribution and basic analytics tooling
  • Simple to deploy for a quick pulse check

物足りない点

  • Static question set with no adaptive follow-up based on individual answers
  • No mechanism to walk a respondent through their specific last submission
  • No automated per-response quality scoring or transparent AI prompt methodology

Typeform

Expense Claim Form Template

A polished, conversational form template for submitting expense claims, well-suited to Typeform's clean UI and step-by-step flow. It is oriented around processing a claim, not evaluating how easy or frustrating the overall expense process is for employees. There's no diagnostic or interview element to surface systemic breakdowns.

優れている点

  • Attractive, one-question-at-a-time conversational UI
  • Easy to customize branching and logic for claim intake
  • Good completion rates typical of Typeform's format

物足りない点

  • Built for claim submission, not experience/process diagnosis
  • No AI-driven follow-up interview or voice interview option
  • No built-in scoring of response quality or auto-generated diagnostic reports

よくあるご質問

「Employee Expense Reporting Experience Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Hi! We're trying to make expense reporting less painful. This short survey covers how you track and submit business expe…」・「In the last 3 months, how often have you submitted an expense report?」・「Which method do you primarily use to track and submit your business expenses?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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