Simple expense report template download#

If an employee pays for something out of pocket and asks for a reimbursement, you need some way of making sure the expenses they’re claiming are accurate. 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.

Simple expense report template download#

Pretty straightforward! Download Templateĭownload Template Why do we need expense reports? 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. Room to explain certain expenditures that don’t fit clearly into one category.The total reimbursement figure being requested by the employee submitting the report.Subtotals for each expense type, to make it easier for a bookkeeper to input that data into your accounting system.Most expense reports also contain information like: Which account in your company’s chart of accounts the expense will be billed to.

A date and dollar amount for each expense, matching the date and dollar amount on the receipt provided for that expense.

Information identifying the person submitting the report (department, position, contact info, SSN, etc.).

At minimum, an expense report should include all of the following information: