Include headings for every column on the 2nd or 3rd line down from the top.Now we will create the main expense details area. Include the period of the expenses boldly in the report. Write your details, department and manager details.Use the company logo along with your company name. Write your company details on the top of the spreadsheet.Let’s see how you can create an expense report in excel. You can use excel to manage your expense report easily. How do I create an expense report in Excel?
Study the company expense policy carefully while creating an expense report so you can edit your expense report template properly. An area for managers to approve and sign off the expenses.Įmployees may be asked to attach receipts with mail depending on the company expense policies, specify the mode of payment, or include an explanation for the expense.Area for comments in case expense isn’t approved.Employee details - employee name, ID, department and manager.Company details - like company name and logo.But here, I’ve tried to include the information you must include in your expense report. The expense report contents can vary due to company requirements. What needs to be included in an expense report? Page Orientation - Portrait and Scale - Fit to Page Hide the columns on the right with the irrelevant text.Make the relevant changes to the expense report tab.Select the expense report template tab.How to download the expense report template as a PDF?įollow these steps to download the expense report as a PDF file from Google sheets. To use it as an expense report excel template, after making a copy of the document in your drive, select download as “Microsoft Excel (.xlsx).” Using the expense report template in Excel You can use the Nanonets receipt scanner or our receipt ocr tool to extract information in bulk if you have many receipts. Delete column J and send the report to your manager for approval.Add your receipt or proof of payment in the line item column itself.Add your employment details, period, and expense details properly.Open the template and edit the line items.