No organization can flourish or grow without keeping a solid track of its income and expenses. Any smart organization will try to minimize its expenses and increase its income. But how can it do that without keeping a track of its cash inflow and outflow every month? This is the reason why companies have a separate accounting department that manages every transaction which the company is making so that a final report at the end of the month can be generated for the management’s overview.
Here are some of the best business expense report examples and templates that were created and used exactly for this purpose.
Download this business expense report if you want to impress your senior finance manager at your organization. It is a very comprehensive business expense report that not only accounts for the expenses incurred but also includes a statement of the income. This will help you develop a deep analysis of the financial situation of the company and calculate the profits and revenues that are being generated in a month. This report can also be used later on for creating a detailed financial transaction report for an annual meeting. The business expense reports can be edited for new headings and categories very easily in PDF, Google Docs, Word, and Pages.
Have you been asked for a very quick overview of the transactions and expenses incurred by the company over a certain time period? Quickly download this free business expense report template to fill in the columns with your customized expenses and headings. The format is simple but a powerful one. You can mention the date, description, lodging, meals, transportation and other expenses that the company or your department as incurred in the last month. This report template can be edited easily in several applications such as Google Docs, Google Sheets, Excel, Word, Numbers, Pages, and PDF. You can also share the filled expense report online with the relevant team members before the final submission.
Starting your own business can come with its own set of challenges. One of the biggest challenges you will face is of managing the expenses and keeping a track of the transactions. When a new company begins its operations, each dollar has to be accounted for very strictly because the funding is usually very limited. If you are managing the financial side of your business yourself, it will be easier for you to simply use a monthly business expense report template such as this one. It already includes the basic headings of expenses which you can edit in several applications. However, the simplicity of the format allows you to quickly assess your financial position every month.
If you are running a travel agency, traveling will be a major part of your routine for which you will incur a lot of travel costs such as transportation, air travel fees, meals, lodging, and general other expenses. It is important to note down these traveling expenses so that you can keep a track of how much you are spending and whether there is a way to reduce these recurring costs. Here is a fantastic travel and business expense report which you can use to fill in every time you go on a trip. You can mention the fees for air travel, lodging, meals, and other details.
Some companies have to spend on non-employees to stay in business. It could be the business partners or patrons, fundraisers or trust heads. These people who constantly benefit your organization also expect you to manage some of the expenses on their behalf occasionally. Here is the perfect non-employee business expense report for calculating the expenses incurred for such patrons. It is a very detailed report with a comprehensive format. You can simplify it in some applications depending on how much expenses you have incurred. You can share this form with the head of your financial department who can keep the records safe for a final report that can be reviewed annually in the general meeting.
If you are traveling a lot because of your job nature on behalf of your organization to attend foreign meetings and close deals abroad then there might be expenses that you are incurring from your pocket. Often organizations ask the employees to manage the expenses from their own pockets and later get them reimbursed. If that is the case with your organization, then this travel and business expense template is just for you. You can mention all the expenses incurred and the amount of money you have spent with added details. You can submit this form to your company as soon as you are back from your trip.
Organizations always keep a separate budget for the traveling and entertainment of its senior staff members or at least the managing partners as a perk which is part of their compensation package. Here is the perfect travel and business expense report to record the number of trips taken by one of the senior partners. The report is detailed and you can mention the business meals and entertainment expenses in it as well. Download it today and edit according to your content. It comes in a PDF format. You can also share it online.