Templates
Business expense templates
Twenty-two blank files. Spreadsheets download as CSV, which opens in Excel and imports into Google Sheets. Policies download as editable Markdown. None contain business facts; you fill them in.
Expense Report Template
A line-item register for dated transactions, receipts, payment methods, approval, and reimbursement review.
How to use it
- Use one row per transaction and a consistent reporting currency.
- Keep receipt files separately and record their references.
- Exclude employer-paid charges from employee reimbursement totals.
- Have an authorized reviewer determine eligibility before payment.
Date | Employee | Merchant | Business purpose | Category | Currency | Amount | Payment method | Receipt reference | Approver | Approval status