EXPENSES REPORT TEMPLATE DOWNLOAD

A worksheet (usually a Microsoft Excel file) lets the user fill in the specifics quickly and easily in the template provided.

In order to claim expense reimbursements, employees typically need to submit a monthly expense report form detailing all of their expenses during a certain bookkeeping period.Ī blank expense report template lets the user submit employee expenses for reimbursement by their employer. In this case, the company is obliged to pay the employee back (a reimbursement) within a reasonable delay. These are sometimes paid by invoice or credit card, but often employee expenses are paid by the employee themselves. Common expense report questions What is an expense reimbursement?īusiness expenses are the normal costs of doing business that most companies have, including business travel, meals, and accommodation. Expense claims are often rejected if a receipt is not included. The amount spent for each item, and the total amount requested for the expense reimbursement.Ī valid receipt (confirming the date, merchant's name, and amount of tax paid).Ĭollecting and submitting receipts is critical in the expense reporting process. The date and location where the expense was incurred.Įach expense type (to allocate to the correct expense account). The employee's name, their team, and other identifying information (including an employee number, if applicable). To make this process easy for finance teams, a complete expense report should include: Finance teams need to record every expense incurred by the company, whether through employee expense reports, credit card payments, invoices, or other payment method. What should an expense report include?Īccurate expense reporting is a key part of financial compliance for companies. This template also helps to ensure more accurate bookkeeping for the business overall, as every employee expense is recorded, along with the receipt. The form can then be submitted to the finance team or financial controller directly, ready to be processed and paid in the next payroll run. The template includes every important aspect of the claim process, so all you need to do is fill it in.

Using this form ensures that you and your team always have valid expense reports, ready for reimbursement.

The form is printable, but can also be completed digitally and emailed to your finance team directly.

EXPENSES REPORT TEMPLATE DOWNLOAD

Share this free download with every team member who takes business trips or has other related expenses. This should be all listed expenses added together. Include the date, description, expense details, and match the amount to the correct expense categoriesĬheck that the subtotal (final column) is correct for each rowĪt the top of the page, check that each expense category has the right amount listed, and that the total expenses number is accurate. In the expense sheet (the spreadsheet section) below, enter each employee expense individually. In the second sheet, enter your name and other employee details at the top See the first sheet for an example of a completed expense report

Simply follow these steps:įollow this link to download the expense report templateĬomplete the short form and the template will be sent to your email inbox This downloadable expense report form is ready to use.

Expenses report template