An expense report is used to track and manage the costs incurred by an individual or organization. It helps to understand the cause of the expenditure and may be used as a formal procedure to repay someone for a service rendered. The expense report template has been built to simplify that process.
Whether there have been costs to lodging, transport or others, the solution provides the space to process it efficiently. It is divided into three segments: (1) Administrative information; (2) Expense List and; (3) Additional Information.
In administrative information, users are required to fill in information that lets one know the key information on the creator of the expense report, the period of the expense, direct report and the expenses’ purposes.
This area is used to list all expenses incurred. It includes information such as date, account, lodging, transport and others. The total amount incurred is automatically summed in the last column.
This area aims to finalize any left-over questions that can pop up when processing an expense report.