These three features alone will cut hours from your typical workflow. Some include the ability to add a signature box and automations.įor instance, you can set up automations so that once an employee expense report form is submitted, it is sent to the management personnel who must approve it.Īfter that person signs it, you can have it transmitted to accounting for dispersing funds to the employee.Īdditionally, you can connect your current accounting software so that the expenses automatically upload. PandaDoc has several features to improve your expense reporting workflow. How can creating an expense form in PandaDoc save time and approve efficiency?
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If you need more power and workspace, the sales team can provide a customized quote for the Enterprise Plan.
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Take advantage of the free 14-day trial to try out PandaDoc’s software. Whether you want a generic template to use or a good starting point for your own custom format, feel free to download the following expense report templates: Excel Expense Report Template. Anything over that number costs an additional $2 per form. In summarizing the cost of a particular event, items or project you can have an expense report template found at book report template to be the sample format that can rundown all the expenditures made in a set date and how much budget was allotted to that particular expenses. With both plans, you can produce up to 250 documents per year. The ability to create forms, however, is only available in the Business and Enterprise Plans, which start at $49 per month. There is a Free Plan and an Essentials Plan that provide access to many incredible features. PandaDoc offers several pricing options to fit your needs. How much does it cost to create expense forms in PandaDoc? The fields may also need to be edited to fit the type of expense report form you create.įor example, a monthly expense report may need more or less detail than a yearly expense form, while a standard weekly expense form will require different information than a credit card expense report.įor best results, consider consulting with your accounting department and management team to determine which fields will simplify expense reporting for your company. A notes section for any additional informationĭepending on what your accounting records require, you may need to add more fields or omit others.The vendor where the item was purchased.The most common fields on a typical expense report form are: Your fields should directly reflect your business’s unique activities and needs.
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What fields should I include in my expense report form template?