Expense Report

An expense report with an itemised claim table, category summary, and a settlement stack that nets company-card charges against the claim. Change the items and recompute both summaries — category totals and the settlement must both reach 1,089.79 in the sample. The entertainment line carries its business-purpose annotation, as policy requires. Engine features exercised: @page margin boxes with page counters, six-column claim table, split columns via explicit widths, three-slot signature row. Render it:

npx @formepdf/html templates/expense-report/index.html -o expense-report.pdf

<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8">
<title>Expense report EXP-3308 — Northmoor Industrial Group, Inc.</title>
<link rel="stylesheet" href="../northmoor-shared.css">
<link rel="stylesheet" href="style.css">
</head>
<body>
<div class="sheet">
<div class="atop"></div>
<div class="pagefill">

<header>
  <div class="hd">
    <div class="mast-left">
      <div class="mark">N</div>
      <div>
        <div class="wm">Northmoor</div>
        <div class="sub" style="margin-top: 3pt">Finance — Travel &amp; Expense</div>
      </div>
    </div>
    <div class="addr" style="text-align: right">418 Ellingham Road, Suite 300<br>Rochester, NY 14604<br>Form F-22 rev. 4 · Jan 2026</div>
  </div>
  <div class="hr2 mast-divider"></div>

  <div class="dochead">
    <div>
      <div class="lbl lbl-accent" style="margin-bottom: 7.5pt">Travel &amp; expense · form F-22</div>
      <h1 class="dtitle">Expense report</h1>
    </div>
    <div style="text-align: right">
      <div class="lbl" style="margin-bottom: 5.25pt">Report number</div>
      <div class="refnum">EXP-3308</div>
    </div>
  </div>
</header>

<div class="meta meta-doc">
  <div><div class="lbl">Employee</div>Dana Whitcomb<br>Accounts Receivable<br>Employee no. 20417</div>
  <div><div class="lbl">Purpose</div>Site visit and collections meeting<br>Brightwater Foods, Cleveland OH</div>
  <div><div class="lbl">Period</div>02–04 September 2026<div class="lbl meta-gap">Submitted</div>07 September 2026</div>
  <div><div class="lbl">Approver</div>M. Okonjo, Controller<div class="lbl meta-gap">Cost centre</div>3100 · Finance</div>
</div>

<table class="t items">
  <thead>
    <tr>
      <th scope="col" style="width: 55.5pt">Date</th>
      <th scope="col">Description</th>
      <th scope="col" style="width: 72pt">Category</th>
      <th scope="col" style="width: 55.5pt">Paid by</th>
      <th scope="col" class="num" style="width: 45pt">Qty</th>
      <th scope="col" class="num" style="width: 66pt">Amount</th>
    </tr>
  </thead>
  <tbody>
    <tr><td>02 Sep</td><td>Airfare, Rochester–Cleveland return, coach</td><td>Air travel</td><td>Company card</td><td class="num">1</td><td class="num">412.80</td></tr>
    <tr><td>02 Sep</td><td>Taxi, airport to plant</td><td>Ground</td><td>Personal</td><td class="num">1</td><td class="num">38.50</td></tr>
    <tr><td>02 Sep</td><td>Hotel, Ellsworth Inn, two nights at 168.00</td><td>Lodging</td><td>Company card</td><td class="num">2</td><td class="num">336.00</td></tr>
    <tr><td>03 Sep</td><td>Meals, individual, within 60.00 daily cap</td><td>Meals</td><td>Personal</td><td class="num">1</td><td class="num">46.25</td></tr>
    <tr><td>03 Sep</td><td>Parking, plant visitor lot</td><td>Ground</td><td>Personal</td><td class="num">1</td><td class="num">24.00</td></tr>
    <tr><td>03 Sep</td><td>Mileage, personal vehicle, 62 mi at 0.67</td><td>Mileage</td><td>Personal</td><td class="num">62</td><td class="num">41.54</td></tr>
    <tr><td>04 Sep</td><td>Meals, individual</td><td>Meals</td><td>Personal</td><td class="num">1</td><td class="num">51.80</td></tr>
    <tr><td>04 Sep</td><td>Client dinner — M. Reyes, T. Ault, D. Whitcomb<br><span class="dim">Business purpose: payment plan for INV-4102 · itemised receipt attached</span></td><td>Entertainment</td><td>Personal</td><td class="num">3</td><td class="num">138.90</td></tr>
    <tr class="gsub"><td></td><td>Total expenses claimed</td><td></td><td></td><td class="num">8 items</td><td class="num">1,089.79</td></tr>
  </tbody>
</table>

<div class="twocol">
  <div style="flex-grow: 1">
    <h2 class="lbl" style="margin: 0 0 5.25pt">Category summary</h2>
    <table class="t mini">
      <tbody>
        <tr><th scope="row" class="rlab">Air travel</th><td class="num">412.80</td></tr>
        <tr><th scope="row" class="rlab">Lodging</th><td class="num">336.00</td></tr>
        <tr><th scope="row" class="rlab">Meals and entertainment</th><td class="num">236.95</td></tr>
        <tr class="pre-total"><th scope="row" class="rlab">Ground and mileage</th><td class="num">104.04</td></tr>
        <tr class="mini-total"><th scope="row" class="rlab">Total</th><td class="num">1,089.79</td></tr>
      </tbody>
    </table>
  </div>
  <div style="flex-grow: 1">
    <table class="tt tt-flush">
      <tbody>
        <tr><td>Total claimed</td><td class="num">1,089.79</td></tr>
        <tr><td>Less charged to company card</td><td class="num">(748.80)</td></tr>
        <tr><td>Less cash advance</td><td class="num">0.00</td></tr>
        <tr class="total"><td>Due to employee</td><td class="num">340.99</td></tr>
      </tbody>
    </table>
  </div>
</div>

<div class="pagefill-spacer"></div>

<div class="sigrow sig-exp">
  <div class="sigcell lbl" style="flex-grow: 1">Employee — D. Whitcomb</div>
  <div class="sigcell lbl" style="flex-grow: 1">Approver — M. Okonjo</div>
  <div class="sigcell lbl" style="flex-grow: 0.6">Date</div>
</div>

<footer class="foot foot-after-sig">
  <div style="flex-grow: 1"><div class="lbl">Policy</div>Receipts are required for all items above 25.00 and for every entertainment expense regardless of amount. Alcohol is not reimbursable.</div>
  <div style="flex-grow: 1"><div class="lbl">Payment</div>Approved amounts are paid with the next payroll run following approval. Reports submitted more than sixty days after the expense date require an officer's signature.</div>
</footer>

</div>
</div>
</body>
</html>

/* expense-report — page geometry and document-specific rules.
 * Spine comes from ../northmoor-shared.css. */

@page {
  size: Letter;
  margin: 52.5pt 57pt 40.5pt; /* 70px 76px 54px */
  @bottom-left {
    content: "Expense report EXP-3308 · D. Whitcomb · 02–04 Sep 2026";
    font-family: Helvetica, Arial, sans-serif;
    font-size: 5.625pt;
    letter-spacing: 0.14em;
    text-transform: uppercase;
    color: #8A857E;
  }
  @bottom-right {
    content: "Page " counter(page) " of " counter(pages);
    font-family: Helvetica, Arial, sans-serif;
    font-size: 5.625pt;
    letter-spacing: 0.14em;
    text-transform: uppercase;
    color: #8A857E;
  }
}

/* First-page 4px full-bleed accent head rule (escapes into the margin). */
.sheet { position: relative; }
.atop {
  position: absolute;
  top: -52.5pt;
  left: -57pt;
  right: -57pt;
  height: 3pt;
  background-color: #7B2233;
}
.meta-doc { grid-template-columns: 1fr 1fr 1fr 1fr; }
.items { margin-top: 22.5pt; }
.twocol { display: flex; gap: 27pt; margin-top: 21pt; } /* 36px / 28px */
.sig-exp { padding-top: 22.5pt; } /* 30px */
.foot-after-sig { margin-top: 16.5pt; }

/* Equal/ratio split columns: explicit widths (flex basis is not in
 * the subset; grow alone leaves intrinsic-width columns). */
.twocol > div { width: 47%; }

Both files assume northmoor-shared.css alongside them — the set’s shared spine (type scale, tables, signature blocks, the accent).

Sample data (data.json)

data.json

{
  "issuer": {
    "name": "Northmoor Industrial Group, Inc.",
    "address": "418 Ellingham Road, Suite 300, Rochester, NY 14604",
    "phone": "(585) 274-0180",
    "ein": "16-1904472",
    "bank": {
      "name": "First Genesee Bank, Rochester NY",
      "account": "8841 002937",
      "routing": "021304559"
    },
    "form": "F-22 rev. 4 · Jan 2026"
  },
  "document": {
    "type": "expense-report",
    "number": "EXP-3308",
    "period": "02–04 September 2026",
    "submitted": "07 September 2026",
    "approver": "M. Okonjo, Controller",
    "costCentre": "3100 · Finance"
  },
  "employee": {
    "name": "Dana Whitcomb",
    "departmentLine": "Accounts Receivable",
    "employeeNo": "20417"
  },
  "purpose": "Site visit and collections meeting — Brightwater Foods, Cleveland OH",
  "items": [
    {
      "date": "02 Sep",
      "description": "Airfare, Rochester–Cleveland return, coach",
      "category": "Air travel",
      "paidBy": "Company card",
      "qty": 1,
      "amount": 412.8
    },
    {
      "date": "02 Sep",
      "description": "Taxi, airport to plant",
      "category": "Ground",
      "paidBy": "Personal",
      "qty": 1,
      "amount": 38.5
    },
    {
      "date": "02 Sep",
      "description": "Hotel, Ellsworth Inn, two nights at 168.00",
      "category": "Lodging",
      "paidBy": "Company card",
      "qty": 2,
      "amount": 336.0
    },
    {
      "date": "03 Sep",
      "description": "Meals, individual, within 60.00 daily cap",
      "category": "Meals",
      "paidBy": "Personal",
      "qty": 1,
      "amount": 46.25
    },
    {
      "date": "03 Sep",
      "description": "Parking, plant visitor lot",
      "category": "Ground",
      "paidBy": "Personal",
      "qty": 1,
      "amount": 24.0
    },
    {
      "date": "03 Sep",
      "description": "Mileage, personal vehicle, 62 mi at 0.67",
      "category": "Mileage",
      "paidBy": "Personal",
      "qty": 62,
      "amount": 41.54
    },
    {
      "date": "04 Sep",
      "description": "Meals, individual",
      "category": "Meals",
      "paidBy": "Personal",
      "qty": 1,
      "amount": 51.8
    },
    {
      "date": "04 Sep",
      "description": "Client dinner — M. Reyes, T. Ault, D. Whitcomb",
      "note": "Business purpose: payment plan for INV-4102 · itemised receipt attached",
      "category": "Entertainment",
      "paidBy": "Personal",
      "qty": 3,
      "amount": 138.9
    }
  ],
  "categorySummary": {
    "airTravel": 412.8,
    "lodging": 336.0,
    "mealsAndEntertainment": 236.95,
    "groundAndMileage": 104.04,
    "total": 1089.79
  },
  "settlement": {
    "totalClaimed": 1089.79,
    "companyCard": -748.8,
    "cashAdvance": 0.0,
    "dueToEmployee": 340.99
  }
}

MIT-licensed, free to copy — source on GitHub. Passes PDF/UA-1 validation (veraPDF) in CI; validation is a floor, not a certification.

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Expense Report