Expense Report Template

There are many events that take place in a company that incur expenses. For better accountability of the revenue used in an organization, it is advisable to have an expense report that can be referred to for confirming the correct handling of funds in the organization.

An expense report records the what, where, who, when, why and how the company funds are expended. This information allows the auditor to trace the movement of funds to avoid money laundering from the company and upholding the integrity of the company.

Some companies require very detailed expense report to track the outflow of money while others suffice with simple expense reports. An expense report will also display the total expenses incurred by the company in a week or month, depending on the requirement of the auditor.

The expense report can also store and track the amount expended by any category of a week or month by any employee or department. It is up to the company to determine the objective of the expense report required of its employees or department.

An expense report template may contain the following pieces of information:

* Employee Name & Identification number

* Department & Title

* Extension Contact number

* Email address

* No. of Item

* Description

* Amount of item

* Hotel expense

* Fuel expense

* Meals expense

* Phone expense

* Entertainment expense

* Miscellaneous

* Total

* Pay period

* Approved by

Consider the attached sample template for your convenience.

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Software Inventory Report Template

With the advent of technology, all companies have no choice but to engage technology and computers in their businesses to stay competitive. Hence, it is crucial to conduct software inventory regularly in the office environment to identify the usage of the current software that the company has, and how effective the available software has been to the welfare of the organization. The report can also display the efficiency or inefficiency of any software towards the company’s business competitiveness.

A Software inventory report will allow the organization leaders to consider upgrading software that is inefficient or outdated, which is detrimental to the organization’s sustenance and growth in business, to stay competitive.

Hence, a Software Inventory Report template may have the following header of information:

* Computer Serial Number

* Inventory Check Date

* Department

* Checked by

* Employee Name

* Employee Position

* Employee Extension number

The above information will be a good reference to monitor the usage of the computer and the software installed by the user.

The template body may list:

* Software Title

* Software Serial number

* Publisher

* Installation date

* Approved software

The above information allows the organization to track the types of software that are more frequently used by its staff, and how efficient the software is to contribute to the well being of the organization. It can also track if the staff has been installing illegal or unapproved software which reflects badly on the staff’s time and resource management skills.

Consider the attached sample template for your convenience.

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Expense Report Template

There are many activities happening in a company. As revenue comes in through sales and marketing, there will be expenses incurred at the same time. For better accountability of the revenue used in an organization, it is advisable to have an expense report that can be referred to for confirming the correct handling of funds in the organization.

An expense report records the what, where, who, when, why and how the company funds are expended. This information allows the auditor to trace the movement of funds to avoid money laundering from the company and upholding the integrity of the company.

An expense report template may contain the following pieces of information:

* Employee Name & Identification number

* Department & Title

* Extension Contact number

* Email address

* Personal contact number

* Activity

* Amount expended

* Venue, time, date

* Client

* Objective of activity

* Approved by

Some companies require their employees to be very specific with the details of the activity carried out which incur some expenses that are claimed by the employees. Hence, an expense report may display the reasons for each activity undertaken by the employee. An expense report will also display the total expenses incurred by the company in a week or month, depending on the requirement of the auditor.

The expense report can also generate the amount expended by any employee and match his revenue to the company against the expenses incurred.

Consider the attached sample template for your convenience.

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