This template is perfect for organising your team’s expenses into a single report.
This template is perfect for organising your team’s expenses into a single report. An employee expense report is a document submitted by employees for reimbursing work-related expenses. Usually associated with business travels, protocol expenses and any other company expenses. The employee needs to document their costs with invoices / receipts then the expenses have to be approved by a manager. Therefore, to make things easier for everybody, it’s essential to have a clear and easy-to-use employee expense report.
What you need before purchase
After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:
For ongoing use, the steps are:
An employee’s expense report is a written record of the business purpose for which an employee incurred expenses during a pay period.
A typical expense report consists of two parts: a summary and a detailed explanation. The summary section provides information about the type of expense, date it was incurred, and the person who incurred it. The detailed part includes all the supporting documentation that explains why the expense was incurred.
The primary use of an expense report is to document business-related travel or entertainment expenses. An expense report can also be used to document other types of business-related expenses such as meals, gifts, or telephone calls.
Prepare your reports in Notion by using the following steps:
Travel is necessary when employees need to meet clients, attend conferences, or conduct research. A business traveler may incur expenses for airfare, hotel accommodations, car rental, and meal costs while away from home.
Meal costs include food purchased at restaurants, catered events, and special occasions. Entertainment expenses cover tickets to movies, concerts, sporting events, plays, museums, and other cultural activities.
Phone calls made to customers, vendors, suppliers, or associates are considered business expenses. Phone bills should be submitted.
Gift expenses are only reimbursable if the gift is provided free of charge. Some companies allow employees to purchase items like clothing, electronics, and office supplies with their own money. If this is allowed, then these purchases must be documented in an expense report.
Miscellaneous expenses include anything not covered under the previous categories. Examples of miscellaneous expenses include postage, parking fees, and others.