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

Add the date of each expense using the date picker
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
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
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
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
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