Expense Report
Excel and Google Sheets Template
What's Inside the Expense Report Template?
Details | 5 SheetsÂ
Supported Versions | Excel 2010, 2013, 2016, 2019, Office 365 (Mac), Google SheetsÂ
Category | Accounting
Tags | Travel, Form, Printable
Why Professionals Choose Simple Sheets
It's simple. Access to the largest library of premium Excel Templates, plus world-class training.
100+ Professional Excel Templates
Optimized for use with Excel. Solve Excel problems in minutes, not hours.
World-Class Excel University
With our university, you'll learn how we make templates & how to make your own.
How-To Videos
Each template comes with a guide to use it along with how-to videos that show how it works.
Inside Our Expense Report
Excel and Google Sheet Template
Tracking down receipts and filling out reports can be tedious, but we’ve sought to reduce the amount of time and energy it takes to summarize your business expenses. Introducing our premium business expense report template excel version, built to make tracking, categorizing, submitting, and summarizing your expense reports a breeze.
There are quite a few software alternatives and apps for expense management, but many of them have high monthly costs and are overbuilt. A structured expense report spreadsheet like this is perfect for small businesses and managers wanting to keep their overhead low, but organization and accountability high.
Expert Walkthrough: How it Works
Unlike a standard, buggy monthly expense report template excel free download, our template features built-in automation and pivot reporting. Here is how you use it:
- Step 1: Employee Data setup. Start in the Employee Data sheet and input the Employee Name and Employee ID for those in your organization.
- Step 2: Log Expenses. Employees hop directly to the Expense Report sheet. Fill out relevant fields (Transportation, Accommodation, Other) alongside details like Dates and Travel Purpose. The sum of the expenses will automatically calculate. Note: There is a built-in reminder for employees to attach their receipts!
- Step 3: Consolidate & Analyze. Once filled out, input data from the specific report into the Consolidation table. Move to the Consolidation Pivot to easily search for and filter expense reports using dynamic slicers. This gives immediate insights into your employees’ travel habits.
Move to the Consolidation Pivot and you can easily search for and filter expense reports using dynamic slicers. These give you immediate insights into the data of your employees’ travel habits.Â
There are quite a few software alternatives and apps for expense management, but many of them have monthly costs and are overbuilt. A structured spreadsheet like this is perfect for small businesses and those wanting to keep their overhead low, but organization and accountability high.Â
If that wasn't enough reason to get this template, did you know this template is compatible with Google Sheets? Collaborate with your co-workers in real time and enjoy the cloud auto-save feature of Sheets when you use this template!
Â
Why Use Our Expense Report Excel Template?
This excel expense report template is completely customizable to your business needs. You can easily modify the expense categories (Transportation, Accommodation, Meals, etc.) to fit your internal accounting standards.
Need to submit physical copies? This expense report template for excel is perfectly formatted for printing. Simply click File and Print to print the specific sheet if you are submitting it to a manager for approval.
If that wasn't enough reason to get this expense report template in excel, it is also fully compatible with Google Sheets! As an expense report template google sheets user, you can collaborate with your co-workers in real-time and enjoy cloud auto-save functionality.
You may also want to check out our other solutions for streamlining your business processes like our Payroll, Employee Scheduling and Timesheet templates.Â
Â
Â
Who is this Expense Report Spreadsheet For?
This template is highly useful for both the employees submitting expense reports and the accounting teams filing them.
| Role | Primary Use Case |
|---|---|
| Small Business Owners | Tracking overall company spending without paying for expensive SaaS subscriptions. |
| HR & Finance Managers | Consolidating employee travel, mileage, and accommodation data into one dashboard. |
| Employees & Freelancers | Easily logging categorized expenses and printing clean reports for reimbursement approval. |
Frequently Asked Questions
Is there a monthly subscription fee?
No. Unlike most expense tracking apps, this template is a one-time purchase. You can use it month after month for your entire team with no recurring costs.
Can I customize the expense categories?
Yes. You can easily edit the pre-built categories (like Transportation and Accommodation) to match the specific expense types your business tracks.
Is it easy to print for physical receipt attachment?
Absolutely. The individual expense report sheets are pre-formatted for standard letter printing, making it easy to staple physical receipts directly to the report for HR approval.
Does this work on Mac and PC?
Yes, it is fully compatible with Excel for both Mac and PC, as well as Google Sheets.
More Human Resource Templates For You
