Company Expense Report Template

What should be on an expense report?

At minimum, an expense report should include all of the following information: Information identifying the person submitting the report (department, position, contact info, SSN, etc.) A date and dollar amount for each expense, matching the date and dollar amount on the receipt provided for that expense.

How do I fill out an expense report?

  • Name, department, and contact information.
  • List of itemized expense names.
  • Date of purchase for each item.
  • Receipts.
  • Total amount spent.
  • Purpose of the expense.
  • Actual cost of item (subtraction of discounts)
  • Repayment amount sought.
  • How do you organize business expenses in Excel?

  • Use the top row of each column for the categories you've defined.
  • Use the far left-hand column for the date, and the column second to the left for the name of the vendor.
  • Enter the amount of each expense in the column that corresponds to its category.
  • How do you track business expenses and income?

  • Open a business bank account.
  • Use a dedicated business credit card.
  • Choose cash or accrual accounting.
  • Choose accounting software to automate record keeping and track expenses in one spot.
  • Digitize receipts with a receipt scanner.
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