Pitney Bowes

PB Talks Business Blog

Free Expenses Form Template

by Chinny Ogbuagu | April 11, 2013 | No Comments

expenses-image

Keeping track of your expenses can be both confusing and time consuming, as well as not much fun. You can end up sifting through a pile of receipts weeks or even months after you’ve been away on business, desperately trying to work out what’s what, and racking your brain for items you may have forgotten.

An expenses form template is a really handy tool for those that work away, or those that need to be reimbursed for their expenses in general. From sales people that need to travel, to directors of limited companies with the daunting task of working out their expenses at the end of the year, keeping a record of costs in a standardised document is a lifesaver. Improving the process of recording expenses is an easy way to remove one of the stresses of your life, and it saves you time and money.

So we’ve created an excel expenses form template that you can download, customise for your business, and give to your employees. The template has sections to record the costs of travel, accommodation, meals, ‘other’ items, and mileage for those using their own cars, with a section that works out the mileage cost. The template is set up to work in £’s, and it will allow you to add your company’s logo and change the mileage rate if necessary. It can be printed off and used it as a hard copy, or you can enter your expenses into it on your computer and it will do the maths for you.

Download your free expenses form template here.

Follow these tips and use the expenses form template to make your life easier

  • Keep hold of your receipts You can keep these in your wallet to start with, but it helps to have a specific folder to transfer them to at the end of the day, then you can just go through the folder to fill out your expenses sheet. It helps to keep this folder somewhere you have regular access to while working, such as in your car, hotel room, or the bag you use for work.
  • Record your mileage
    If you’re using your own car for a business trip, you can use the mileage trip zero button at the beginning of the trip to record the miles, just remember to note them down when you get back. If you forget to do this, just head to Google maps and use the directions tool, which will work out how many miles you’ve driven.
  • Make it a habit
    The more often you record your expenses, the easier it is to keep on top of them, so try to set a time to do it and stick to it. This can be weekly, fortnightly or monthly, and it may help to set a recurring reminder on your phone or computer to make sure you don’t forget.

To make things as easy as possible we’ve added all the calculation formulas into excel so you just enter in how much you’ve spent, or how many miles you’ve driven, and the sheet will calculate the totals.

Download your FREE expenses template

Related Posts

Free Invoice Template and Tips to Get it Right

5 Ways To Save Your Business Money

Let’s be Frank. Do You Want to Save Money? [Infographic]

Please observe our community guidelines when posting comments.

This blog is hosted by Pitney Bowes Inc. By using this blog you agree that you are solely responsible for any comment you post to the Blog and you agree to abide and be bound by the Pitney Bowes TERMS OF USE.

Please stay on topic. We may redirect certain submissions if they are better handled through another channel such as customer service. With regard to the content of any submissions you make through this Blog, you agree to remain solely responsible and agree to not submit materials that are unlawful, defamatory, abusive or obscene. You also agree that you will not submit anything to this Blog that violates any right of a third party, including copyright, trademark, privacy or other personal or proprietary rights.

Pitney Bowes reserves the right to terminate your ability to use and/or submit posts to this Blog. Pitney Bowes may not review all postings and is not responsible for comments posted on this Blog. Pitney Bowes nevertheless retains the right to not post, edit a posting or to remove any postings in its sole and absolute discretion.

Comments (none)

Post a Comment

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>