Skip to content
Paycor

Keep Business Finances on Track with a Downloadable Expense Management Form

Use this expense management template to keep an eye on where your money is going.

Download Your Free Copy!

DOWNLOADS: 147 And Counting...!

expense report template expense management preview

You need to keep an eye on where your money is going.

Some new business owners don’t appreciate it until they’re neck-deep in paperwork at tax time, but not having some sort of business expense management system in place is a massive problem.

Far too often, the process of expense management is throwing paper receipts in a folder and attempting to sort everything out at the beginning of April. That’s problematic for two main reasons:

  • Receipts get lost or thrown away
  • You have zero idea what your money is being spent on

What should an expense management form include?

Expense management forms can be cumulative, showing the total spend for a company or department over a period of time (e.g. monthly or quarterly). They can also be more targeted and record individual expenses for a specific employee or project.

The most common fields to include in an expense report are:

  • The date of the expense
  • Who the expense was paid to
  • If the expense should be tied to a specific project or client
  • The total amount paid, including taxes and fees
  • The category of expense (e.g., travel, meals, mileage, etc.)

Basic expense management can be easy to do with a simple form that can help you keep track of your business spend. Download our template today!

You Are Only 1 Step Away

PHA+VGhhbmsgeW91ISBDbGljayB0aGUgYnV0dG9uIGJlbG93IHRvIGRvd25sb2FkIHlvdXIgY29udGVudC48L3A+CgoKCjxkaXYgY2xhc3M9IndwLWJsb2NrLWJ1dHRvbnMiPgo8ZGl2IGNsYXNzPSJ3cC1ibG9jay1idXR0b24iPjxhIGNsYXNzPSJ3cC1ibG9jay1idXR0b25fX2xpbmsiIGhyZWY9Imh0dHBzOi8vd3d3LnBheWNvci5jb20vd3AtY29udGVudC91cGxvYWRzLzIwMjEvMDMvQ292aWQtMTlfVmFjY2luYXRpb25fUG9saWN5X0xldHRlci5wZGYiIHRhcmdldD0iX2JsYW5rIiByZWw9Im5vcmVmZXJyZXIgbm9vcGVuZXIiPkRvd25sb2FkIEd1aWRlPC9hPjwvZGl2Pgo8L2Rpdj4=