
Many small businesses struggle to stay on top of their business expenses.
Monthly or Weekly Tracking: View total costs and expenditures by week, month, or year.East, Nordics and Other Regions (opens in new tab). Total: View total expenditures by month, week, or year. Authorized By: Enter the name of the authorizing employee for any expenses incurred. Purpose of Expense: Beyond categorizing expenses, it can also be helpful to track the purpose of each expenditure. Expense Category: Organize your costs into typical categories, such as rent, taxes, utilities, legal, marketing, payroll, and inventory. Description: Add descriptions of costs and expenses for more detailed accounting. Date: Enter the date of the expenditure. Manager: Enter the name of the manager responsible for the employee incurring expenses. Enter department details to assign expenses correctly. Department: Many businesses have separate budgets for each department. Statement: Organize expense reports with a statement number to allow for easy cross-referencing and document retrieval. Employee ID: Use employee identification numbers as an alternate way to track expenses. Name: Track expenses by employee or group name. Track costs and expenses on a weekly, monthly, or yearly basis, in as much detail as is required for your business.Ī small business expense tracking template typically includes the following features, many of which you can customize: Customize the categories in the templates on this page to fine-tune your tracking to meet your exact financial needs. It’s critical for small business owners to accurately track expenses, and using a template can simplify the process. A template can help you track all expenses for clear, organized accounting.
No-code required.Ī small business expense report template is a tool to track daily or weekly expenses, start-up costs, administrative expenditures, vendor payments, and reimbursable employee costs. WorkApps Package your entire business program or project into a WorkApp in minutes.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.
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