Expense Report for PDF & Excel & Word & Google Sheets

Need a way to track your work expenditures to get reimbursed appropriately? Our simple expense report template is the perfect tool.

Need a way to track your work expenditures to get reimbursed appropriately? Our simple expense report template is the perfect tool.

Template Highlights

  • This expense report template is available as an Excel workbook, a Word document, or a PDF.
  • Begin by completing the information in the upper left corner of the report. You will need to include the pay period, as well as your name, position, department, manager, and employee ID number. You should also indicate the reason for the expenditures.
  • Now, enter your expenses in the spreadsheet. Include the date of purchase and a brief description. Place the amount in the appropriate column (designated by category).
  • The expenses will be summed automatically at the bottom of the table.
  • Add any relevant notes before submitting to your supervisor.
  • When the expense report is authorized, your manager will add their name and signature.

Template Preview

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Expense Report

EXPENSE REPORT

STATEMENT NUMBER: PAY PERIOD: FROM TO

EMPLOYEE INFORMATION

NAME: POSITION: PURPOSE:

DEPARTMENT: MANAGER: EMPLOYEE ID:

DATE

DESCRIPTION

LODGING

TRANSPORT

FUEL

MEALS

PHONE

ENTERTAINMENT

OTHER

TOTAL

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

AUTHORIZED BY

NOTES

SUBTOTAL $0.00

ADVANCES

TOTAL REIMBURSEMENT $0.00

Frequently Asked Questions

What is an expense report?

    An expense report tracks items and services that you purchase while working. These are used often, though not exclusively, for business travel. Some common examples of expenses that would be recorded in an expense report are transportation, meals, parking, and hotels.

How do you create an expense report in Excel?

    By downloading our expense report as an Excel workbook, it's easy to create an expense report in Excel. Just enter the dates, your charges, and the amounts, and you're on your way!

Is this template free?

    Yep. This one's on the house… just like all of our templates! Just enter your contact information in the form on the right, and you can instantly download this template (along with all the other templates in this collection!) That’s it.

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These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice. If you want professional information, please consult your own attorney.