Aside from the details listed, when submitting an expense report, you should also include receipts. Receipts are the proof that backs up your report, so you can get reimbursed by your employer for your expenses. This expense report template is a good way to view your spending by category. Make this template your own by modifying the color palette and the icons to suit your expense categories. After you’ve added all the data, including the date, purpose, and mileage, you’ll get your total mileage expense for the said date calculated automatically.

• Using these helpful features can make a world of difference to a busy business owner who needs to know where their money is going.
• This template also comes with four pre-made Automations to eliminate the mindless busy work attached to the reimbursement process.
• Starting with the reporting period, enter all the necessary information in the designated cells, such as purpose, name, and department.
• Expense report templates make the process of submitting your expense reports faster, smoother, and error-free with pre-made professional outlines to start with.

This report itemizes her expenses by date, description, and category (Air/Travel, Lodging, Fuel, Meals, Entertainment and Other). After you’ve added all the data regarding your travel expenses, you’ll get your total expenses for the specific date calculated automatically. Although creating your own expense reports in Excel is an adequate solution, there is a quicker alternative. Instead of creating your own expense report templates manually from scratch — it’s always easier to use suitable, ready-made templates.

This basic, printable expense spreadsheet template is designed for tracking expenses, whether personal or business related. Keep track of purchases and other expenses by recording the payment method, type Expense form template of transaction, amount of payment, and other details. You can refer to this expense sheet as an easy reference tool, create a monthly expense report, and quickly add up expenses over any time period.

Are all features in this template free?

For example, let’s say you own a bakery and you’re trying to make a decision about whether shopping locally for your ingredients is saving you money. You might analyze your existing expenses and compare that against product estimates from food service wholesalers. With accurate expense data in front of you, it’s much easier to make informed decisions about your business.

This template summarizes credit card expenses to track business purpose and amount spent. This printable expense report should be accompanied by receipts for each transaction listed. This can be used for tracking monthly credit card expenses and to support accounting practices. If you need a printable business expenses template, this template provides an itemized outline in table format and is perfect for manually filling in your expenses.

Covid Contact Tracing Form Template

The goal is to receive approval quickly so you can reduce processing time for the finance team, get your reimbursement, and get back to work. A Basic Expense Report Template is a great place to start, as it is very simple and easily customizable. It records the date, payment method, vendor, expense description, and payment amount. Finance teams can add more columns to capture other details as needed. Basic reports are especially valuable to smaller organizations and startup companies as they tend to give you only what you need and can be modified to fit your exact needs.

In that case, a simplified spreadsheet for tracking expenses may work. Otherwise, you’ll need a spreadsheet with more features and functionality. From this monthly expense report template, you can see what the employee (Melanie Rodrigues) spent in the latter half of September 2024.

It empowers you to track and monitor daily expenditures efficiently, ensuring timely and accurate reimbursements. Many businesses and organizations reimburse employees for mileage costs. This printable mileage expense sheet can be used to record and calculate any miles accrued for business purposes.

Per Diem Expense Report Template in PDF (Striped)

The template features month-over-month records, with each month listed on a separate sheet, as well as a year-to-date total. Use it to stay on top of your finances and make better budgeting decisions. You can download a copy of the weekly expense report template below. However, before using it, make sure your finance team approves the format and layout. Once they do, your team members can use this template to input business expenses, explain what the expenses were, and submit them for reimbursement.

Whoever uses a company credit card can use the free expense report template from FreshBooks. Accounting is a bit more than tracking expenses; there are other reports that you need on file. The collection of expense reports makes things simple for whoever is in charge or bookkeeping for your company, whether it is you or an accountant. FreshBooks offers a Microsoft Excel spreadsheet, which is very popular amongst our users. The Excel spreadsheet format has familiar features that suit many users and is accessible and easy to customize.

You may also need to submit an expense report for a one-off expense, like a reimbursement for an annual conference fee or a donation your company agreed to match. An expense report form is used to report the business expenses of employees within a company. Whether you’re a business owner or head of HR, keep track of each employee’s expenses with a free online Expense Report Form! An expense report is a form submitted by anyone in an organization who incurs business expenses. These reports help companies track spending and reimburse team members for qualifying purchases.

Business Mileage Log Template

The templates below guide you in using the software to effectively track your expenses without having to hire a professional or spend money on premium services. Stay on top of your expenses with these free expense-tracking worksheet templates for Microsoft Excel. Log your spending, earnings, and budget easily to ensure you never get into a financial crisis. Get a better look at where your money is coming from and where it will be, and make better decisions moving forward. Are you searching around the web for complaint form template html codes in order to create an online for that is simple, effective and easy to fill out? Well, you can find all that qualities in this complaint form template.

Get this free Per Diem Expense Report Template available in Excel to help track your employees’ business travel expenses on a daily basis. Get this free Blank Per Diem Expense Report Template available in Excel to help track your employees’ business travel expenses on a daily basis. Get this free Per Diem Expense Report Template available in Word to help track your employees’ business travel expenses on a daily basis. Get this free Per Diem Expense Report Template available in PDF to help track your employees’ business travel expenses on a daily basis.

With the included dashboard, you get a chart overview broken down into different categories such as Housing, Transport, Daily, and Fun. Included sub-categories allow for an even more accurate look at your money flow. With formulas, easy to customize interface, and integrated instructions on how to use the sheet, we can only recommend this template by Vertex42. Don’t miss out on taking advantage of the free template by downloading it for Excel.

• See where everything is going with perfect accuracy and adjust your spending where it’s needed without making needless sacrifices.
• If you’re not sure which visualizations to use, check out this guide on how to pick the right charts for your data.
• One person or group of people within a company can’t be solely responsible for making business purchases.
• Instead, turn the matter over to a higher entity in your company.

When employees pay for business expenses with their own money, a report like this is perfect for tracking expenditures. They can submit their report, along with receipts, for reimbursement or tax purposes. 12 expense report templates you can use to keep a record of all your expenses, seek reimbursement, stay on top of your business travel costs, and more. This reimbursement form in Word allows you to record details regarding business expenses you have personally paid and request a refund from your company. This reimbursement form in PDF allows you to record details regarding business expenses you have personally paid and request a refund from your company. This Excel reimbursement form allows you to record details regarding business expenses you have personally paid and request a refund from your company.

Receive submissions for COVID-19 test reports from your staff for your company or organization online. Use this Negative COVID-19 Test Reporting Form template and make your receiving process simple and manageable. Finish it in minutes with our free expense reporting template that is readily available for you to use. Well, its purpose is to help speed up the process of expense reporting even further. Once you’ve added this data, you’ll get the total expense for the date, as well as the subtotal by date calculated automatically. Once you enter the data regarding your expense description, payment method, and the person to whom the amount was paid, your subtotals for each date get calculated automatically.

Use this detailed, printable travel expense report template to keep track of business trip expenditures. The template includes mileage tracking, other transportation costs, lodging, meals, and more. There is also space to list miscellaneous expenses that may not fit in the other categories. You can include contact information for employer and employee, as well as info on the travel destination and purpose for the trip. If you’re using a time-based expense report template, you’ll list every business expense you incur within the specific time period and fill out any information the template asks for. If you’re using a category-based expense report template, you’ll use the report to track recurring expenses within that category.