Free Expense Report Templates

credit card expense report template

Use this easy-to-fill template to document various expenses, the dates they were accrued, total costs, and employee information. This printable daily expense report template is a versatile solution for various industries such as nonprofit, fundraising, construction, events, trucking, and more. It empowers you to track and monitor daily expenditures efficiently, ensuring timely and accurate reimbursements. This comprehensive expenses-tracking template is designed for startups to monitor all the expenditures related to launching a new business.

Personal Expense Forms are  made use by every person for when they need to keep a good track of all the personal expenses that they have made. People spend money on a daily basis, which is why it is important to know as to where all the money goes into. For a blank, printable expense form that you can fill out by hand, simply remove the sample data and fill in the information you want printed. Reports are a written account on anything that has been looked into, seen, or performed. Reports help people obtain information that might provide crucial information that could aid them in their time of need. All information must be placed in a Standard Report Form to ensure that the information within has been officiated.

Before submitting your expense report, check with your finance team to confirm the final expense approver. In this article, we’ll look at the best expense report templates for Excel, regardless of which industry you’re in — as well as how automation can help make this kind of expense tracking even easier. Employee Expense Forms are the kind of forms that are utilized by every employee in the event that they make certain expenses which benefits the company or organization that they work for. These forms allow business owners know the type of expenditures that these employees make. The basic expense report is a great one-size-fits-all solution for non-specialized requirements — although there’s the option to customize it to your purposes if required.

The more details you provide on the front end, the less likely you’ll need to revise the report once you’ve submitted it. 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. As a project manager, you may have to submit these documents to a department manager above you, or you may submit expense reports directly to the finance team. If a team member below you fills out an expense report, they may submit it to you for approval before it goes to the next person in charge. Every company has a unique team structure regarding who approves financial reports.

Expense Forms

The template then allows you to reconcile these expenses with Total Reconciled Petty Cash and Total Approved Petty Cash cells, and the over-under difference between the two. This expense report is a simple spreadsheet template for documenting the date, type, and total amount for each expense. You can customize the template by changing the column headings for categorizing expenses, or adding new columns if needed. Expenses are itemized, and the total reimbursement amount is calculated for you, minus any advance payments.

Keep your expenses organized and under control with this versatile monthly expense report template. The template features month-over-month records, with each month listed on a separate sheet, as well as a year-to-date total. This printable template is perfect for individuals, small businesses, fundraisers, project managers, contractors, construction workers, consultancies, and event managers who need to track expenses. However, before using it, make sure your finance team approves the format and layout.

credit card expense report template

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Printable Template to Fill Out Manually for Business Expenses

The advantage of Excel, alongside its ubiquity, which makes it accessible and familiar to large numbers of users, is how straightforward it is to create and update expense reports. Simply choose a free template, create an Excel workbook, then start entering dates, charges, and the like as they occur. To use this Credit Card Expense Report in PDF format, it is advisable to attach all receipts related to the business expenses spent on the card.

Because of this, it is especially important to track any expenses that are tax deductible. Requiring receipts for all listed expenses on a report is essential to minimize errors and facilitate tax filing and audits for businesses. Regularly collecting expense reports from employees, whether on a weekly or monthly basis, serves as a safeguard against budgeting inaccuracies and helps ensure responsible use of funds. Download one of these free small business expense report templates to help ensure your small business’ expenditures and reimbursements are accurate. This printable mileage expense sheet can be used to record and calculate any miles accrued for business purposes.

Reimbursement Claim Sheet Templates

As a template, it allows you to record the date of a transaction, the payment method, the vendor, a brief description of the expense, and the total payment amount. These templates are especially well-suited for startups and smaller organizations. For a quick solution, instead of making your own expense report in Excel or Google Sheets, download and use one of our free Expense Report Templates below. Easily customize the spreadsheet by adding your company information and other details, then share the file with your employees. If one were to create any type of expense report, such as Employee Expense Reimbursement, which reimburses any expense made by employees, then an efficient way of doing so is by using Excel. So these forms allow these people to list down all of their personal expenses within a certain time frame, as well as helping them understand the total amount of expenses that were made.

  • Employees can use this expenses template to request reimbursement for business costs, and employers can use it to document that remuneration has been paid.
  • In this piece, we’ll teach you how to use an expense report template and explain what the submission process typically looks like.
  • However, if the expenses in question are project-related, you may need to do some additional reporting.
  • Printable expense reports are simple enough, but combining expense reporting with project management software allows you to submit, track, and budget costs in one place.
  • It empowers you to track and monitor daily expenditures efficiently, ensuring timely and accurate reimbursements.

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. 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. This credit card expense report template can help employees track expenses charge in their credit cards spent mainly for business/work purposes.

Financial Reporting Automation: Benefits & Best Practices

Printable expense reports can be helpful when team members need a quick way to list their purchases, but using online forms will take your company’s financial monitoring to the next level. If you want a flexible system that lets you make changes, automate submissions, and share documents with ease, then digital reporting is a no-brainer. With Asana, you can create a standard intake process that makes it easy to input expenses and deliver reimbursements. The example below shows a filled-out expense report template for a team member in the marketing department. Sally Brown listed her business expenses for the week of January 15th, which she submitted to her company’s financial team for approval.

Sample Personal Expense Forms

During the final step, you’ll be reimbursed for any qualifying expenses you’ve incurred. This completes the reporting process—until you incur new expenses and begin the process again. Manage all your receipts and submit expense reports on time effortlessly with Fyle. A simple template to get your expense reports done – Edit online in Google Sheets or download as Excel, PDF, CSV.

Enter the rate per mile and number of miles to calculate the total reimbursement amount. You can include odometer readings and any pertinent notes about the travel purpose or outcome. As mentioned before, expense reports help people and businesses alike in knowing all the details regarding how much of their finances were spent within a certain time period. By knowing this, it gives them a much better understanding on how they are using their funds, as well as seeing if they are doing so in an efficient manner. 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.

Try one of these free business budget templates for your organization’s budgeting needs. So what one has to do is open Excel, and use the first column for the cost of any expense, while the rows show the amount of expenses. You may then prioritize each expense by placing the most important ones on first few rows, while others can be placed further bellow. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

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