MS WORD EXPENSE REPORT TEMPLATE DOWNLOAD

Enter Any Advances: Include any money that was advanced to the employee requesting reimbursement.Most templates will calculate this amount automatically. Calculate the Total Expenses: Once you’ve entered each individual expense, calculate the subtotal of all expenses paid.Entertainment: Record the cost of any reimbursable entertainment purchases.Meals: Record the cost of any business meals.Fuel and Mileage Cost: Record the amount spent on gas or the total mileage at the beginning and end of expensed car trips.Lodging Cost: List any costs related to accommodations.Air and Transportation Cost: List the amount of any travel-related expenses.Description: Briefly describe the expense.Date: List the date the expense was paid.Fill in Expenditure Information: For each reimbursable expenditure, provide relevant details for each of the following categories:.Pay Period: Select a date range for the expenses.Statement Number: Assign a statement number to the report.Purpose: Provide the purpose of the expenses.Department: Identify the department issuing the reimbursement.Manager: Enter the name of the approving manager.Employee ID: Enter that employee’s unique ID number.

Employee Name: Enter the name of the person requesting reimbursement.

Fill in Identifying Information: Fill in the following fields so that anyone can identify the report at a glance:.

Open the Document: Open your expense report template in Excel.

Once you have selected and downloaded your template, follow these steps to create your expense report: Next, save a copy of the template using your organization’s file naming conventions.

MS WORD EXPENSE REPORT TEMPLATE DOWNLOAD

To get started with your claim for reimbursement for your travel or other business expenses, download an Excel expense report from this page.

Select an Excel expense report template from this page, and plug in your expenses for timely reimbursement from your employer. The most effective way to create an expense report in Excel is to use a preexisting expense report template.

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Ms word expense report template