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Best Expense Report Templates Mesh

July 20, 2023
Bill Kimball

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. These reports can help them make the necessary adjustments in the event that it is necessary. These can be even used by certain people for when they need to be reimbursed for whatever they spent, such as when making use of Expense Claim Forms.

  • Because expense reporting spans across departments and projects, the tracking process should be easy to understand and access.
  • 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.
  • Requiring receipts for all listed expenses on a report is essential to minimize errors and facilitate tax filing and audits for businesses.
  • This printable template is perfect for individuals, small businesses, fundraisers, project managers, contractors, construction workers, consultancies, and event managers who need to track expenses.

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. 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. These can help them in making decisions which involve cutting a few expenses to help balance their finances. These forms can help employees be reimbursed for all expenses that were made, so long as they were necessary and in line of benefiting the company.

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. One click is all it takes – Find, submit and report every receipt without leaving your inbox. Our sales team will contact you within the next 40 minutes to schedule a detailed demo. When glancing at Sally’s report, you can see that she took a business trip to a marketing conference and drove to a photoshoot where she paid the model.

Automating business expense reporting can help simplify approval flows, carry out tasks like automatic receipt matching, offer real-time notifications, and integrate with a broad stack of payments tools. In doing so, they can help increase payment efficiency — while keeping time spent on this task at a minimum. Expense report templates are not only helpful for tracking business expenses but can also be useful in creating a personal budget.

Credit Card Expense Report Form

Typically, an expense report includes a comprehensive list of expenses, with each item accompanied by a corresponding description. Expenses are often categorized, such as mileage, meals, hotel costs, or employee training. In the case of a travel-specific report, additional details about the destination and purpose of travel may also be included. One person or group of people within a company can’t be solely responsible for making business purchases. Not every team member will make purchases for a company, but having an expense reporting process can ensure that any time someone needs to submit an expense and receive reimbursement, they can.

credit card expense report template

To deliver top-notch services to clients, companies often purchase design software and communication tools. Additionally, teams must invest in themselves to gain industry knowledge and improve group dynamics. Internal costs may include professional development, team-building retreats, and travel for specific job roles. These forms help look into the specifics of what these resources are, as well as showing the amount of each. The forms can aid those who would like to know how much was spent during the entire construction progress, as well as keeping it all in good record for future purposes.

Timed expense template

Simply choose a free template, create an Excel workbook, then start entering dates, charges, and the like as they occur. A simple template to get your expense reports done – Edit online in Google Sheets or download as Excel, PDF, CSV. As there are many different report forms, each of them come with their own unique purposes.

Included on this page, you’ll find a monthly expense report template, a personal expense template, a printable business expense template, and more. We’ve also included a list of helpful tips for completing these expense report templates. The example below shows a filled-out expense report template for a team member in the marketing department.

Some businesses require employees to submit a weekly expense report so that expenses are tracked and reimbursed at consistent intervals. This printable template provides a detailed record of expenses for each day of the week. You can edit the expense categories to match your needs, whether it’s travel costs, shipping charges, business meals, or other expenses. 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.

These reports help companies track spending and reimburse team members for qualifying purchases. In this piece, we’ll teach you how to use an expense report template and explain what the submission process typically looks like. We’ll also review the differences between traditional and digital expense reporting. 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 of transaction, amount of payment, and other details.

This report includes details about each expense and acts as an organized record for reimbursement or accounting purposes. This comprehensive expenses-tracking template is designed for startups to monitor all the expenditures related to launching a new business. It offers a ready-made report that can be shared with key stakeholders and investors to review your startup’s expenses. This credit card expense in excel is designed with formulas, allowing the template to auto-calculate upon entry of figures under the amount column. This template is the perfect version to use as you can save time when tracking the expenses spent on your card. Just enter the details required in each section and the template will do the calculations for you.

Expense report template and example

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. This credit card expense report template can help employees track expenses charge in their credit cards spent mainly for business/work purposes. Receipts of all expenses should be attached along with this form before sending it to the designated company department who would handle the reimbursements. An expense report is a form submitted by anyone in an organization who incurs business expenses.

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. If an employee were to make use of their own funds, in which the company or organization will reimburse them, these must also be listed down as expenses. So all businesses have to make good use of Sample Expense Report Forms to aid in them in  understanding how much of their finances they are using. 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. 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.

What is an Expense Report Form?

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. Whether it’s a virtual, a hybrid, or an in-person event that you’re hosting, it’s crucial to keep stock of your costs — both projected and actual.

credit card expense report template

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. 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.

A contractor expense report allows contractors to log the various out-of-pocket expenses they may rack up on a job, so that these can be paid back to them or otherwise noted for tax purposes. 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. Reports are a written account on anything that has been looked into, seen, or performed.

Project expense report template

By tracking both projected and actual figures, you can also easily determine profitability and ROI (return-on-investment). 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. The template provides Currency on Hand, Quantity, and Balance columns for each petty-cash expense. 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.

Construction Expense Report Forms are used by every company or organization for when they hire certain contractors to create certain structures. If you need more information regarding expense reports, then there are Sample Expense Reports available for you to view and help you get a better understanding of how to create one. For help automating your business expense reporting with Mesh, you’re welcome to get in touch for a free demo. For many businesses, the primary way that expense reports are carried out is via Excel spreadsheets. This powerful Microsoft tool is a cornerstone of virtually all workplaces and is used every day by finance and accounting professionals to make this manual data entry task as straightforward as possible. 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.

Free Travel Expense Report Form

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Explore these small business budget templates to find effective tools for managing the financial health of your company. 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.