If you’ve ever sent out employees or students on field work, you will likely have used an expense report form of some sort. This is a handier way of keeping track of what necessary expenses were incurred as part of the job or assignment, especially if this involves traveling. Using this report form, you have proper paper documentation as well as a way to track what needs to be reimbursed to the employee or student. Now you can quit collecting all manner of scribbled receipts and whatnot because not every expense incurred during the trip can be billed.
Here are some Free Excel Templates that you can edit and print out for the job. It’s fast, it’s free, it’s fair, and it’s going to help you keep better records.
This report documents the necessary expenditure that someone (an employee, student, etc.) has incurred while performing necessary job functions. This will usually involve traveling, and so the most common types of expenses will include
The Excel Business Expense Template is a good starting point if you want an idea of how this form is laid out for professional settings.
The Expense Claim Form Template above can be used by a university’s students, staff, and other non-staff recruited by the institution.
It is only reasonable that these expenses will have to be reimbursed by the company or institution that sent them on the trip, so you want to know what you’re paying for and whether this expense was necessary.
Keeping an Excel Budget is a good way to make sure you are not overspending, and part of this means you will need to have a record on what activities or commodities required necessary expenses on routine business or academic trips that you can’t work around. An Expense Report will help both sides stay accountable on their spending.
As references, these reports can also help you plan budgets for future trips.
These templates were created in Excel for Excel. They are all available to download free of charge and are completely modifiable on your computer to suit your institution and your specific needs.
Using an Expense Sheet will normally be useful as printouts, so make sure you modify them to include the necessary details before printing them out.
If you are an employee who was asked to merely save receipts for later reimbursement, you can download any of the business templates to record your spending. You can even enter all the respective amounts straight into the spreadsheet before printing it out.