Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Multiple ChoiceRequired
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
Opinion ScaleRequired
Overall, how easy is it to submit a complete expense report at your company?
Scale: 1 – 7
Min:Very difficultMax:Very easy
Q05
MatrixRequired
Rate how easy or difficult each part of the expense process is for you.
5 rows × 5 columns
- Capturing and saving receipts
- Categorizing expenses correctly
- Getting reimbursed quickly
- Understanding what's allowed by policy
- Using the tool on a phone
Columns: Very difficult · Difficult · Neutral · Easy · Very easy
Q06
Rating ScaleRequired
How satisfied are you with how quickly you get reimbursed after submitting?
Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q07
Number
About how many minutes per month do you personally spend on expense-related tasks (logging receipts, filling out reports, chasing approvals)?
Q08
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Matters mostWorst:Matters least
Q09
AI Interview
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
Multiple Choice
Which best describes your role?
- Individual contributor
- People manager
- Executive / leadership
- Finance or accounting team
- Prefer not to say
Q11
Multiple Choice
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
Message
Thanks for the detailed answers! We'll use this to prioritize fixes to the expense process — faster reimbursements and less busywork are the goal.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- 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 TemplatesThis 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.
What it does well
- 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
Where it falls short
- 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 TemplateA 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.
What it does well
- Conversational, chat-like form format
- Pre-built fields tailored to reimbursement requests
- Fits within SurveySparrow's broader survey/form suite
Where it falls short
- 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 TemplateA 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.
What it does well
- Purpose-built survey template for reimbursement feedback
- Backed by mature survey distribution and basic analytics tooling
- Simple to deploy for a quick pulse check
Where it falls short
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.