free template to record income and expenses

To make this process easy for finance teams, a complete expense report should include:

Finance teams need to record every expense incurred by the company, whether through employee expense reports, credit card payments, invoices, or other payment method. What should an expense report include?Īccurate expense reporting is a key part of financial compliance for companies. This template also helps to ensure more accurate bookkeeping for the business overall, as every employee expense is recorded, along with the receipt.

The form can then be submitted to the finance team or financial controller directly, ready to be processed and paid in the next payroll run. The template includes every important aspect of the claim process, so all you need to do is fill it in. Using this form ensures that you and your team always have valid expense reports, ready for reimbursement. The form is printable, but can also be completed digitally and emailed to your finance team directly. Share this free download with every team member who takes business trips or has other related expenses. This should be all listed expenses added together. Include the date, description, expense details, and match the amount to the correct expense categoriesĬheck that the subtotal (final column) is correct for each rowĪt the top of the page, check that each expense category has the right amount listed, and that the total expenses number is accurate. In the expense sheet (the spreadsheet section) below, enter each employee expense individually. In the second sheet, enter your name and other employee details at the top See the first sheet for an example of a completed expense report Simply follow these steps:įollow this link to download the expense report templateĬomplete the short form and the template will be sent to your email inbox This downloadable expense report form is ready to use.

Free template to record income and expenses