Using this form is useful for individuals who rarely complete these types of forms. This type of form enables employees to claim general business expenses for reimbursement. Related: 10 Top Excel Accounting Formulas and Functions (With Examples) 8. Common items covered in this template include:ĭetailed expense information paid by the employeeĭetailed expense information paid by company credit card Some companies track these expenses weekly and monthly to prevent accounting errors and improve the accuracy of quarterly or annual financial statements. This report often includes separate sections for expenses paid by the employee and expenses paid using a company credit card. Total travel reimbursement for the periodīusiness professionals typically complete timed expense reports on a weekly, monthly, quarterly or annual cycle. Information typically input in this report includes: Professionals who often use their personal vehicles for business-related functions include traveling sales professionals, plant managers, executive assistants or project managers. This can help a company save on vehicle maintenance expenses or other travel-type expenses. Using this type of expense report can help employees track their mileage if they travel for work using their personal vehicle. Some common information in this report includes: Large companies might also benefit from this type of template because of the detailed expense categories. This can also help professionals keep the event aligned with established budgets and timelines. Professionals who might benefit from using this template include event planners, project coordinators, event assistants, venue managers or other professionals who plan company events. This type of template can help you track all event-related expenses. Some information accounted for in this report includes: This can also help project managers organize and track charges for different projects. Using a contractor expense report can help a company track third-party-related expenses, reimburse charges and accurately compensate contractors. Some companies use third-party contractors to complete construction or other projects for their company. Common information in this template includes: Using this template can help you organize your lodging, meal, transport and mileage expenses, which can help finance professionals quickly review and reimburse these charges. This template is useful for any business professional who frequently travels for work functions. Travel expense reportĪ travel expense report helps professionals track and claim any business travel-related expenses. Related: How To Begin Project Expense Tracking (With Benefits) 3. Common items added in this template include: Some items commonly claimed in this type of report include airfare, travel, lodging or venue costs. Many companies also specify the requirement for maintaining receipts to support expense claims. This helps project managers remain within established project costs and reconcile all expenses. This type of report can help a company or project manager track project-related expenses. Related: What To Include on an Expense Report (With Template) 2. To upload the template into Google Sheets or Excel, go to File > Open > and select the correct downloaded file. Items accounted for in this template include: This type of report is ideal for small to medium-size companies because it includes essential expense report information, and finance professionals can adjust this report to fit a variety of company needs. Basic expense reportĪ basic expense report is useful due to its simplicity and customizable options. Review these eight different types of expense report templates to help you determine which Excel template is right for you and your company: 1. Related: Understanding Expense Accounts and How They Impact Company Finances 8 types of expense report templates for Excel Finance or accounting professionals also use expense reports to support the numbers reported in financial statements, such as: This helps a company's finance team track and reimburse business expenses. View more jobs on Indeed View More What is an expense report?Īn expense report tracks a variety of business expenses that individuals or departments might incur.
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |