Expense reimbursement form

Notice the heavy use of data visualizations, like donut charts or bar graphs — you can use the existing graphs or switch them up, depending on your needs. If you’re not sure which visualizations to use, check out this guide on how to pick the right charts for your data. Christina just Expense form template got her first job at a prestigious company, and she’s still unfamiliar with how the expense policy of her new company works. Matt asks for reimbursement for every dollar he spends — because he wants to pay the company back for something he believes is an injustice toward him.

A company’s financial department may look at expense reports to ensure reimbursements comply with company regulations. What’s more, they can spot any “big spenders” and look into the matter. So, in this post I’ll show you a ton of beautifully designed expense report templates you can use for your business. So, try to keep your expense reimbursement requests within a reasonable amount and purpose. Therefore, Martyrs treat these business expenses like their own. Once you’ve added this data, you’ll also have your total transport, hotel, meal and other travel-related expenses calculated automatically for the entire business trip.

This template is perfect for both personal use as well as small business use. The first sheet is dedicated to tracking your expenses in various categories throughout weeks, months or years. The second sheet is a streamlined summary chart of your budget vs. the money you spent in this time period. An expense report is a document that itemizes expenses from an individual or a company. Businesses can use expense reports to track spending, approve reimbursements or record transactions.

Printable Template to Fill Out Manually for Business Expenses

ClickTime’s Expense Tracking provides the perfect balance between a swift reimbursement process and proper, detailed reporting. Upload receipts, customize expense categories, and approve reimbursements with ease. Need a way to track your work expenditures to get reimbursed appropriately? For a complete understanding of your business and project-related spending, you can’t go wrong with any expense report template by ClickUp.

Download one of these free small business expense report templates to help ensure your small business’ expenditures and reimbursements are accurate. To get started with your claim for reimbursement for your travel or other business expenses, download an Excel expense report from this page. Next, save a copy of the template using your organization’s file naming conventions. Enter your day-to-day expenses in the monthly tabs of this user-friendly expense report template to create a comprehensive dashboard view of month-by-month expenditures.

Daily Expense Report Template

Still, due to its flexible nature, you can adapt the template to various business-related contexts. Its placeholder text offers a solid starting point for creating your own content. As you would in any Word document, type in and format the desired text. Calculate your expenses for each month of the year, then sum them up by quarters.

Additionally, the expense report should feature a signature line for approval and provide contact information for the individual requesting reimbursement. To maintain accurate records, it is advisable to indicate the specific time period during which the expenses were incurred. This expense report is a simple spreadsheet template for documenting the date, type, and total amount for each expense.

Use this template to quickly and easily create a thorough document of your monthly and annual expenses. This customizable template can be adjusted to change expense categories so that you can account for every expense. One person or group of people within a company can’t be solely responsible for making business purchases. Keeping track of these small business expenses can be a surprisingly important step in understanding the financial health of a business. The free expense report template from FreshBooks offers a detailed outline for what to add to each report.

Enter your total starting balance, and watch how each of your transactions affects your budget. It’s all automated using Excels’ powerful features and formulas. Do you want your agents to submit a productivity report on their work or assigned task? Use this Agent Productivity Report Form make it easier for them to submit their productivity report on a daily or weekly basis.

Business Expense Report Template

A blank expense report is a great place to begin for an employee or small business owner who is just starting out. It has the required features to keep on top of basic business expenditures, and is easy to customize. You can even choose to fully digitize or file your expenses the old-fashioned way, with the printable expense report. From an automatic expense tracker to a wide range of tailored business expense templates, FreshBooks is here to make your accounting process as streamlined and accessible as possible. Start taking your finances into your own hands, and make the right decisions for your business, today. Once all of the information has been compiled into the business expense spreadsheet, you’ll gain an overarching view of how much the business as a whole has been spending.

• This expense claim form is perfect for employees requesting reimbursement for any business expenses.
• Receive submissions for COVID-19 test reports from your staff for your company or organization online.
• If the expense relates to a certain business account, you’ll have the space to specify that in this section.
• In case you’re looking for a simple form to help you keep track of your freelance expenses, then the Contractor Expense Report Template could come in handy.

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. 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.

Editable Per Diem Expense Report in Word

An expense report can vary in length and complexity depending on your business requirements. 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. The Free Expense Report Form Template for Excel allows you to create a detailed and accurate expense report to be submitted to your supervisor, manager or company head. You, as the employee, can use this form template to submit your expenses for reimbursements.

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. Get scans or pictures of receipts to complete your expenses management process. This is a paid feature, so if you want to keep it, you need to upgrade your plan. You can still use the template for free, but then you’d have to delete the File upload question.

Fire department run report form that allows you to report call type, the situation found, the officer in charge and units involved. An accident report form is a record of an accident or incident, used to provide the details of the accident to insurance companies. This Police Incident Report template is used to provide the police with notifications about an incident or matter that are considered to be non-urgent. By using this template, the citizens can report the incident with the informations such as date and time when the incident occurred, incident location, incident details, contact information. If you want an expense report that showcases your branding and is visually appealing, choose a template from Venngage’s library.

Link the form with your Slack workspace to quickly inform others of the injury, or integrate it with Google Sheets or Airtable to keep all data in one place. With a Silver or Gold plan, this HIPAA-compliant report form will keep sensitive medical information safe. Our First Aid Incident Report Form Template makes it easier to document incidents as they occur, so you can focus more on providing treatment when it’s required.

Simply, add your work date and specify the house identification number, the expense identification number, as well as the construction and construction-related expenses. If you frequently need to cover construction-related expenses and you need an easy way to stay on top of them — then the Expense Report for Construction Template has got you covered. If none of the above-mentioned reports fall under the category that you were looking for — check out the Miscellaneous Expense Report Templates to find the right template for you. If you need to keep track of your expenses week in and week out, then the Weekly Expense Report Template could make your job quite easier.

This List-level template is packed with tons of ready-to-use features including Custom Fields, pre-made tasks, and multiple views to help you manage your expense reports from every angle. After listing the business expenses and finding the total sum, the submitter can add photos of their receipts and describe them directly in the template. Once you’ve reached the end of the template, you’ll see a final space for the reviewers to approve and sign the report. Plus—as with any ClickUp template—you can customize any and all parts of the Doc to align with your branding and processes.

Daily Field Report Form

With multiple sheets, extensive detail, charts, and many options, Karthik’s template — available for download on Chandoo.org — takes free expense tracking to the next level. The template workbook comes with multiple sheets, focusing on giving you accurate overviews at a glance. See cash summary, monthly summary, your chart data, and track your personal expenses all in one place with Microsoft’s template. Some expense reports may include the approaches to billing used or require an employee to identify the expense category. Even with something like an expense report, it’s worth adding your logo, colors and fonts. Maintaining a consistent design across all your documents conveys professionalism — which is especially key if you’re starting a business and want to build a name for yourself.

• Expenses are often categorized, such as mileage, meals, hotel costs, or employee training.
• For employees whose traveling expenses are shouldered by their company, this Mileage Expense Report in Excel can help you.
• An expense report is a document used to track business-related expenses, such as transportation, food, lodging, and conference fees.
• Free downloadable and printable employee expense templates that are compatible with PDF, Microsoft Word and Excel.
• Whenever you need a simple form to help you remain up-to-date with your recent expenses, you can go for a Basic Expense report template.

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. Without upgrading you can still play around with your form template, but to publish it with a File upload question you need to upgrade. 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.