Get Isb-ilf Expense Report (2015rev) - Isb Idaho

An expense summary report is a compacted report of your company's expenses in a period – monthly, quarterly, or yearly. It determines the amount of money a specific company needs for its projects and other activities. It is also essential for budget planning and tax reporting.

How to Fill Out an Expense Report Enter your name, department, and employee ID number. Date the employee expense report. Provide a brief description of the business purpose of the expenses submitted for reimbursement. Enter the date, type, and amount of each expense in the related column.

How Do You Create an Expense Sheet? Choose a template or expense-tracking software. Edit the columns and categories (such as rent or mileage) as needed. Add itemized expenses with costs. Add up the total. Attach or save your corresponding receipts. Print or email the report.

At minimum, an expense report should include all of the following information: Information identifying the person submitting the report (department, position, contact info, SSN, etc.) A date and dollar amount for each expense, matching the date and dollar amount on the receipt provided for that expense.

An expense report typically has columns such as: Date: the date the item was purchased. Vendor: where the item was purchased. Client: what client was the item purchased for. Project: what project was the item purchased for. Account: instead of client or project fields, an account number can be used.