Such a format allows you and your manager or accounting personnel to see how much is spent in one day. Each column represents each information, such as Date, Description of Expense, Airfare, Lodging, Ground Transportation, Meals and Tips, Conferences and Seminars, Miles, Mileage Reimbursement, Miscellaneous, Currency Exchange Rate, Expense Currency, and Total. You can fill it out following the guide and with the help of the column headers. This information includes your Name, Department, Period, Authorized by, Date Submitted, Per Mile Reimbursement, Total Reimbursement Due.īelow this is a table where you can list all your the items in your travel expense. Under this header is a set of blank rectangles corresponding to the required information you have to fill out. This ensures that you or your company knows at first glance that the document will be all about travel. This travel expense report template features a header that contains beautiful icons of a plane, train, and car. This is specially created for the purpose of taking the frustration of the travelling employees as well as the accounting personnel out of the equation each time the company sends someone out for a business trip. Monthly or Weekly Tracking: View total costs and expenditures by week, month, or year.The Travel Expense Report Template for Excel is one of the latest Excel templates that you can use to record, collate and classify your travel expenses.

Authorized By: Enter the name of the authorizing employee for any expenses incurred.

Purpose of Expense: Beyond categorizing expenses, it can also be helpful to track the purpose of each expenditure.

Expense Category: Organize your costs into typical categories, such as rent, taxes, utilities, legal, marketing, payroll, and inventory.Description: Add descriptions of costs and expenses for more detailed accounting.Date: Enter the date of the expenditure.Manager: Enter the name of the manager responsible for the employee incurring expenses.Enter department details to assign expenses correctly. Department: Many businesses have separate budgets for each department.Statement: Organize expense reports with a statement number to allow for easy cross-referencing and document retrieval.Employee ID: Use employee identification numbers as an alternate way to track expenses.Name: Track expenses by employee or group name.Track costs and expenses on a weekly, monthly, or yearly basis, in as much detail as is required for your business.Ī small business expense tracking template typically includes the following features, many of which you can customize: Customize the categories in the templates on this page to fine-tune your tracking to meet your exact financial needs. It’s critical for small business owners to accurately track expenses, and using a template can simplify the process. A template can help you track all expenses for clear, organized accounting. You can add cost, administrative expenses, vendor payments, reimbursable employee costs, and more. Getting started with the Smartsheet APIĪ small business expense report template is a tool to track daily or weekly expenses.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.

Travel expense report template