![]() ![]() So why do it? They let you reimburse employees properly If you run a small business that already does bookkeeping and produces financial statements, it might not be clear why you need expense reports. To complete this form, you’ll have to come up with monthly totals for each spending category. This template is similar to the template above, except for one difference: each month now gets its own row. Download Templateĭownload Template A long-term (quarterly or yearly) expense reportĬompanies use quarterly and yearly expense reports to get a snapshot of long-term spending for a particular individual, project, department or product line. If your employees spend a lot of money on airfare or supplies, those each might deserve their own column in the form. This template provides room for “Hotel,” “Transport,” “Fuel,” “Meals,” “Phone,” “Entertainment” and “Miscellaneous” expenses, although you should customize these labels to fit a typical day of spending for your business. You might be better off using the following template, which combines all of the expenses you make in one day on one line. frequent travel, regular driving, etc.), giving every single individual expense its own line on the report might take up too much room. If your employees continuously make lots of business expenses over the course of their work (i.e. Pretty straightforward! Download Templateĭownload Template A recurring expense report Each line asks for the date the expense was made, a brief description of the expense, the expense type and the expense amount. In addition to the employee’s personal information and the relevant pay period for which the report is being submitted, all it asks for is a one-line description of each business expense. If your employees don’t make many regular business expenses and you just need a form to capture the odd travel or project expense, a simple one-time expense report might work. We’ve come up with three templates that we think should cover most use cases. Google “expense report” and you’ll find an endless variety of templates, all of which seem slightly different. ![]()
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