Excel 用のシンプルな経費報告テンプレート
シンプルな経費報告テンプレートのダウンロード
この経費レポートは、各経費の日付、タイプ、合計金額を文書化するためのシンプルなスプレッドシート テンプレートです。 テンプレートをカスタマイズするには、経費を分類するための列見出しを変更するか、必要に応じて新しい列を追加します。 経費は項目ごとに分けられ、前払い金を差し引いた総支給額が算出されます。
Monthly Expense Report Template
Download a Monthly Expense Report Template for
Excel
| Google Sheets
Keep your expenses organized and under control with this versatile monthly expense report template. The template features month-over-month records, with each month listed on a separate sheet, as well as a year-to-date total. This printable template is perfect for individuals, small businesses, fundraisers, project managers, contractors, construction workers, consultancies, and event managers who need to track expenses. Use it to stay on top of your finances and make better budgeting decisions.
Try one of these free business budget templates for your organization’s budgeting needs.
Excel の月間収支テンプレート
月間収支テンプレートのダウンロード
このテンプレートを使用して、収益と経費の両方を毎月追跡します。 このExcelの経費テンプレートは、わかりやすい表計算フォーマットを提供し、合計を計算してくれます。 追跡したい出費を含むように調整でき、また、月ごとに独立したシートになっているので、月ごとや年間の支出を把握しやすくなっています。
Excel の経費 シート テンプレート
経費明細テンプレートのダウンロード
この基本的な経費明細スプレッドシート テンプレートは、個人やビジネスに関連する経費を追跡するために設計されています。 支払い方法、取引の種類、支払い金額、その他の詳細を記録して、購入やその他の経費を追跡できます。 この経費明細シートは、簡単な参照ツールとして参照し、毎月の経費報告を作成し、任意の期間にわたって迅速に経費を追加することができます。
Excel の週次経費報告テンプレート
週間経費報告テンプレートのダウンロード
企業によっては、従業員が毎週経費報告書を提出することを義務付けているところもあり、経費が一定の間隔で追跡され、精算されるようになっています。 このテンプレートでは、各曜日の経費の詳細な記録を提供します。 出張費、配送料、出張費、その他の経費など、ニーズに合わせて経費カテゴリを編集できます。 さまざまな経費のビジネス目的、支払いタイプ、小計などを記述する場所があります。
Excel の出張経費報告書テンプレート
この詳細な出張経費報告書テンプレートを使用して、出張経費の支出を記録します。 テンプレートには、マイレージ追跡、その他の交通費、宿泊費、食事費などが含まれます。 また、他のカテゴリに適合しない可能性のある雑費をリスト表示するスペースもあります。 雇用主や従業員の連絡先情報や、旅行先や旅行目的に関する情報を含めることができます。
Excel 用ビジネス マイレージ トラッキング シート
企業や団体の多くは、従業員にマイレージ費の払い戻しを行っています。 このマイレージシートは、ビジネス目的で積算されたマイルを記録し、計算するために使用できます。 1 マイルあたりのレートとマイル数を入力して、総償還金額を計算します。 走行距離計の測定値や、旅行の目的や結果に関する関連するメモを含めることができます。
Excel の経費精算フォーム
従業員はこの経費テンプレートを使用して事業費の払い戻しを要求することができ、雇用者は報酬が支払われたことを証明するために使用することができます。 これは、コストの説明、金額の一覧の作成、各取引の日付の記録を行う、Excel の基本的な経費報告テンプレートです。 また、より多くの列や追加情報を含むように簡単に変更することもできます。
Printable Template to Fill Out Manually for Business Expenses
Download a Printable Template for Business Expenses
Microsoft Word
|
Adobe PDF
| Google Docs
If you need a printable business expenses template, this template provides an itemized outline in table format and is perfect for manually filling in your expenses. Use this easy-to-fill template to document various expenses, the dates they were accrued, total costs, and employee information. This is a simple form that can be modified to suit your business.
Download one of these free small business expense report templates to help ensure your small business’ expenditures and reimbursements are accurate.
Credit Card Expense Report Template
Download a Credit Card Expense Report Template for
Microsoft Word
|
Adobe PDF
| Google Docs
This template summarizes credit card expenses to track business purpose and amount spent. This printable expense report should be accompanied by receipts for each transaction listed. This can be used for tracking monthly credit card expenses and to support accounting practices.
Annual Expense Report Template
Download an Annual Expense Report Template for
Microsoft Word
|
Adobe PDF
| Google Docs
Use this annual expense report to itemize monthly, quarterly, and yearly totals. This printable form provides a quick breakdown of costs for different business categories and creates a brief report. There is also room for notes if additional information needs to be included.
Startup Expenses Template
Download a Startup Expenses Template for
Excel
| Google Sheets
This comprehensive expenses-tracking template is designed for startups to monitor all the expenditures related to launching a new business. The printable template consists of pre-built sections for specific expense categories, such as building and real estate, leasehold improvements, location and administrative expenses, opening inventory, capital equipment, advertising and promotional expenses, and miscellaneous expenses. It offers a ready-made report that can be shared with key stakeholders and investors to review your startup's expenses.
Daily Expense Report Template
Download a Daily Expense Report Template for
Excel
|
Adobe PDF
| Google Sheets
This printable daily expense report template is a versatile solution for various industries such as nonprofit, fundraising, construction, events, trucking, and more. It empowers you to track and monitor daily expenditures efficiently, ensuring timely and accurate reimbursements.
Petty Cash Expense Report Template
Download a Petty Cash Expense Report Template for
Excel
| Google Sheets
For organizations that keep petty cash on hand to pay for incidental expenses (e.g., paying for employees’ lunches, reimbursements, office supplies, etc.), this printable template is the perfect solution to track minor, one-off expenditures. The template provides Currency on Hand, Quantity, and Balance columns for each petty-cash expense. The template then allows you to reconcile these expenses with Total Reconciled Petty Cash and Total Approved Petty Cash cells, and the over-under difference between the two.
What Is an Expense Report?
An expense report is a document used to track business-related expenses, such as transportation, food, lodging, and conference fees. This report includes details about each expense and acts as an organized record for reimbursement or accounting purposes.
An expense report can be used in various scenarios, such as tracking mileage and gas expenses during work-related travel, documenting client meetings that involve meals or entertainment, or recording office supply purchases made by employees. Maintaining these reports is crucial for budgeting and tax purposes.
Requiring receipts for all listed expenses on a report is essential to minimize errors and facilitate tax filing and audits for businesses. Regularly collecting expense reports from employees, whether on a weekly or monthly basis, serves as a safeguard against budgeting inaccuracies and helps ensure responsible use of funds.
An expense report can vary in length and complexity depending on your business requirements. It can range from a simple form to a more detailed document. Typically, an expense report includes a comprehensive list of expenses, with each item accompanied by a corresponding description. Expenses are often categorized, such as mileage, meals, hotel costs, or employee training. In the case of a travel-specific report, additional details about the destination and purpose of travel may also be included.
When listing expenses for reimbursement, it is essential to include any advance payments, which should be deducted from the total reimbursement amount. Additionally, the expense report should feature a signature line for approval and provide contact information for the individual requesting reimbursement. To maintain accurate records, it is advisable to indicate the specific time period during which the expenses were incurred.
What Is an Expense Report Template?
An expense report template is a tool that allows businesses or individuals to track and manage their expenses. An expense report template helps you record and organize your expenses, making it easier to get reimbursed and keep accurate financial records.
Expense report templates are not only helpful for tracking business expenses but can also be useful in creating a personal budget. Whether you're managing your monthly income and household expenses, undertaking a remodeling project, or planning a special event like a wedding, a personal budget can help you keep track of your primary expenses. It enables you to identify areas where you can reduce costs and increase your savings.
While expense reports may vary, they typically include the following sections, which you can customize to suit your expense-tracking needs:
- Name: Enter the name of the individual to be reimbursed upon submission of the expense report.
- Department: Specify the department where the employee or individual works or the department responsible for reimbursement.
- Manager: Provide the name of the manager overseeing the individual who can authorize expense reimbursement.
- Date: Indicate the date(s) when the expenses were incurred.
- Description: Provide a brief description for each expense.
- Expense Category: Categorize expenses into specific categories such as transportation, lodging, food, or mileage.
- Subtotal: Calculate the total of all expenses.
- Advances: Record any advances given to the individual being reimbursed.
- Total Reimbursement: Calculate the final reimbursement amount by subtracting any advances from the subtotal.
- Authorized By: Enter the name of the person authorized to approve the expense reimbursement.
- Receipts: Attach all relevant receipts to the expense report for accurate and timely payment processing.
経費報告書の作成や財務業務の効率化を図る方法をご覧ください
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