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Week at a Glance planner with calendar. Horizontal Weekly Time Planner Template. Horizontal Weekly Journal Template. This Excel Template contains categories like Transportation and Lodging and Meals, allowing you to input amounts corresponding to each category and subcategory.
These amounts, or data, should also be filled under specific days of the week. The template already has columns intended for each day of the week and specific dates as well. This Free Weekly Expense Report Template for Excel, although has built-in auto-compute features, as well as given expense items and categories, can still be customized.
This free template is flexible enough to be modified to suit your specific needs. But an expense report can also be used to document any business expense for which an employee needs to be reimbursed. For example, you can use an expense report to track mileage and gas used on the job, meetings with clients that include meals or other entertainment, or even office supplies purchased by an employee. An expense report provides an accurate record of business costs, which is important for budget planning and tax reporting.
Providing receipts for all expenses listed on a report helps prevent mistakes and prepares businesses for filing taxes and completing audits. Collecting expense reports from employees on a weekly or monthly basis can safeguard against budgeting errors and helps ensure that money is being well spent. Depending on your business needs, an expense report may be lengthy and detailed or a simple form.
It will typically include an itemized list of expenses along with a description for each item. Expenses may be separated into categories, such as mileage, meals, hotel costs, or employee training. If the report is specifically for travel, it may include information about the destination and reason for travel. Any advance payment for costs should be listed and subtracted from the total cost of reimbursement.
For accurate record-keeping, the time period in which the costs were accrued can be listed. A personal budget tracks your primary expenses and may reveal where you can cut costs and increase savings. To use these Word and Excel expense templates, click on the download button, save the file to your device, and customize or print the template as needed. Excel Smartsheet. 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. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet. Watch a free demo. Use this template to track both income and expenses on a monthly basis.
This Excel expense template provides a straightforward spreadsheet format and calculates totals for you. Important: When you pay for business meals or business entertainment, such as meetings with potential clients, you must keep records of the location, business purpose, business relationship, and the amount of each expense [1].
See the references below for more details about record keeping requirements. Remember: Submit receipts and other supporting documentation especially documentation regarding business meals and entertainment along with the expense report.
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