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Finance

Free Expense Report Template - Excel & Google Sheets

Submit expenses for approval or reimbursement with dates, vendors, categories, business purpose, receipt status, and approved totals.

expense reportreimbursementapprovalsreceipts
Free Expense Report Template - Excel & Google Sheets preview

What is an expense report template?

An expense report template is a structured sheet for submitting a specific set of expenses for approval, reimbursement, client billing, or accounting review. Unlike a general expense tracker, the report is not meant to hold every transaction forever. It should clearly show what is being submitted, who owns it, why each cost is legitimate, which receipts are attached, and what total should be approved.

What is included in this expense report template

The template includes fields for date, employee or owner, vendor, category, business purpose, amount, receipt status, approval status, and notes. It supports submitted and approved totals so reviewers can separate the amount requested from the amount accepted. That makes it practical for employee reimbursements, travel reports, client pass-through costs, and month-end approval workflows.

Who should use this template?

This template is a good fit for employees submitting reimbursements, managers approving team expenses, contractors billing client costs, and small businesses that need a cleaner approval process without buying expense-management software. It is especially useful when receipts and business-purpose notes are required before payment.

How to use it well

Create one report for a clear period, trip, project, employee, or client so the approval context stays focused. Keep every expense on its own row and make the business purpose specific enough that a reviewer does not need to ask follow-up questions. Griddy can create a report from filtered tracker rows, total approved expenses, or flag missing receipts before submission.

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