5 Expense Report Templates | Templates Assistant 5 Expense Report Templates | Templates Assistant

5 Expense Report Templates

Monitoring expenses is an essential task, regardless if for business or personal purposes. It’s always recommended that you keep your payments well-organized, in one place. If you travel on behalf of your company or are responsible for project budgets, an expense report template becomes an indispensable tool. Take a look at the user-friendly formats we have created to make your job easier below.

1. Basic Expense Report Template

1. Basic Expense Report Template
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Most of the time, an expense report should be a straightforward document that clearly states basic expense information. If your report doesn’t have to be too detailed, we recommend using this standard structure. All you have to do is complete the table with the date, expense, amount, and any relevant notes. You also have some space at the end of the document for comments.

2. Travel Expense Report Template

2. Travel Expense Report Template
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What if your expense report has to be more specific? For example, a travel report will include more details than a basic template. To put it shortly, you have to include info related to your departure and arrival, but also the overall distance and duration of your travels. The template also features a section dedicated to individual costs like fuel or tickets, accommodation or miscellaneous expenses.

3. Project Expense Report Template

3. Project Expense Report Template
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If you’re a project manager at the company you work for, you may have to frequently deal with project budgets. One of the easiest and most effective ways of keeping your client’s budget in check is with an expense report. Complete the top half of the document with the project’s basic info. After that, go into detail about the required resources, how much they cost, and if you have dealt with them.

4. Monthly Expense Report Template

4. Monthly Expense Report Template
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On the other hand, some users prefer organizing their expense reports according to certain timeframes. As an example, you can use a template for every month of the year. Not only are they easier to store, but they also provide a broader view of the expenses during a particular month. As a side note, you can feel free to adjust the colors in the Word template to match those that are representative of your company.

5. Annual Expense Report Template

5. Annual Expense Report Template
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Finally, you can wrap up all major expenses for a year with an annual expense report. Thanks to the easy-to-read format, you can jot down three primary expense sources for each month. Make sure you complete the lower part of the template with the required information. Also, for other relevant business tools, don’t hesitate to check out our bill organizer, profit and loss template, and mileage log template options.

Conclusion

To conclude, an expense report template will prove to be extremely useful for keeping track of budgets and payments. No matter if you need one for your job or you just want to get your personal expenses in order, any of these templates can help you get a head start. Lastly, before turning in any financial report to a superior at work, make sure that you double-check all the numbers involved for accuracy. Enjoy and good luck!

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