If you’re a small business owner, a freelancer, or a startup entrepreneur, you know the importance of tracking and managing your business expenses. An expense report template can help you keep track of your expenses, making it easy to analyze and evaluate where your money is going. Google Docs offers a range of free templates that you can customize to suit your business needs. In this article, we’ll take a look at how to create an expense report template in Google Docs.
The first step is to open a new document in Google Docs. Click on the “Template Gallery” option in the menu bar, and then select “Business and Finance.” This will open a list of available templates. Scroll down the list and select “Expense Report.”
Create Sections for Your Expense Report Template
Once you’ve opened the template, you’ll need to customize it to fit your business needs. Start by creating sections for the different types of expenses, such as travel, meals, materials, and other expenses. In the top row of the template, enter headings for each of the categories. For example, in the first column, enter “Travel”, in the second column enter “Meals” and so on. You can add or delete columns as needed.
Next, add rows to the template to record your expenses. You can use the “Add Row” option in the toolbar to add rows to the template. In the first column, enter the date of the expense, and then enter the name of the vendor, the amount, and any other relevant information. You can also add a column for notes, to add any pertinent information about the expense.
Customize Your Expense Report Template
Once you’ve created the template, you can customize it to suit your needs. You can add additional columns or rows, or delete any that you don’t need. You can also add formulas to the template to calculate totals and subtotals. For example, you can add a formula to calculate the total amount of all expenses in a particular category, or the total amount of all expenses in the entire report. To add a formula, click on the “Insert” tab in the toolbar, and then select “Formula.”
You can also use the formatting options in the toolbar to customize the look of your expense report template. For example, you can change the font, font size, font color, and background color. You can also add images, lines, and shapes to the template. To do this, click on the “Insert” tab in the toolbar and then select the type of object you want to add.
Share Your Expense Report Template
Once you’ve created your expense report template, you can share it with other people. To do this, click on the “Share” button in the toolbar, and then enter the email address of the person you want to share the template with. You can also set permissions so that only certain people can view or edit the template. For example, you can set it so that only members of your team can view or edit the template.
Creating an expense report template in Google Docs is a great way to keep track of your expenses. It’s easy to customize and share, and it’s free. With a few simple steps, you can create an expense report template that will help you better manage your business finances.