Expense Report Template

Expense Report Template

Expense Report Template

Business trip expenses can be messy. Receipts, taxis, unexpected costs, and more are difficult to keep track of for both accounting departments and the persons on the business trip. The Expense Report Excel Template is a clean, one page spreadsheet with pre-arranged cost areas that automatically adjust to track and calculate expenses for business trips.

How to use the Expense Report Excel Template

Download the template and open it in Excel to see the pre-populated expense report sheet. The first thing you’ll do is change the top portion to your company’s name and address. Next, you’ll move below that line to see all of the company information related to this trip. Change the names, dates, purposes, and other lines to match the expense report you’re creating.

On the far right, you’ll see color coded totals with rate costs to the left. Change the rates to fit your company’s expenses, and ignore the colored boxes for now.

Down below, change the dates, account, and descriptions as needed. Moving right, enter in the precise costs of each expenditure, leaving blank the areas that don’t apply. You’ll notice that as you enter in the new numbers, the total costs and the colored boxes will automatically update to reflect the expenses.

Once you have entered in all of the expense information, your report will be complete.

Tips for using the Expense Report Excel Template

Don’t feel restricted by the examples provided. Add in more lines as needed to include all information from the trip.

Since the Expense Report Template is a simple format, it should only be used for one person’s trip. If multiple people were on the trip, record their expenses separately unless all fees and expenses were paid for on one card.

Click the link below to download the Expense Report Excel Template and keep track of each business trip with ease. Template courtesy of Microsoft.

Download: Expense Report Template

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