Expense Report Template

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Expense Report

Expense Report
 

Easy expense tracking, perfect on the go. Open the sheet on your mobile device, enter a new expense, and snap a photo of the receipt to attach to the row. Share your with your manager for approval and accounting department for processing.

Template design and key features

 

Customizable Columns

 
Date
Add the date of each expense using the date picker
 
Description
Enter expense descriptions in the Primary Column (used for Smartsheet automated emails)
 
Expense Category
Track the category in this dropdown — edit dropdown values in Column Properties
 
Amount
Enter the expense amount — a formula calculates the total account balance at the top of the sheet
 
Manager Approved
Check off the checkbox when the manager has approved the expense
 
Notes
Add additional details or other brief notes about each expense

Collaborative Features

 
File Attachments
Store receipts, photos, & invoices
 
Alerts & Reminders
Set alerts for key dates & sheet changes
 
Comments
Log expense details, comments, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit expenses in a calendar
 
Row Hierarchy
Organize rows into collapsible sections
 
Sharing
Collaborate in real-time with your manager
 
Update Requests
Request updates on expense approval
 
Web Forms
Collect new expenses
 
Mobile App
View & update your expenses on the go

Sharing with different access levels

 

Collaborating on your expense report

 

Getting updates on expenses

 

Working with your accounting team

 

Learning resources