This is where you need to get really specific with your details. You may want to include extra columns, although that will depend on the type of expense account you are working on. Each column plays its own contributing role, so be sure to have the following: date of the items or service bought, the vendor, the client, the project, the account, the amount, and notes. There are multiple columns that need to show up on the expense report. Write down your company’s name, perhaps include the company logo, and insert the date and name of the person whose expenses you are tracking.
This is usually found at the top of the document. Whether you decide to utilize an expense report software or write it up with more common programs, the following steps should prove to be of great use to you regardless: Step 1: Start with Company or Personal Detailsīefore you begin with the nitty, gritty details, you must first enter your company’s details. How to Create Your Own Expense ReportĪlthough you can easily download a printable expense report template, there’s nothing quite like learning how to make your own management report from scratch. There’s also the employee expense report, which is centered on a specific individual and his or her expenses. Then there’s the travel expense report, which helps document everything that’s been spent by an individual on any given business trip. A monthly expense report, for example, keeps track of all expenses within a given month. There are multiple variants of these reports, with each serving its own unique purpose. With an expense report, one can easily learn about where your employee has been, what he or she has spent on, and how much. These tend to come from corporations that are spending on behalf of their employees. An expense report, by its own simple definition, is a professional business report that details an individual’s exact expenses for documentation purposes.