Workio / Templates and guides / Expense report

Expense report template: getting reimbursed without argument

An expense report exists to get back what you paid out of pocket. It gets challenged almost always for the same reason: a missing receipt, or no link between the expense and the work. Two extra minutes writing it saves two emails of clarification.

What it must contain

Mistakes we see most often

Typical structure

HeaderName, period, customer or job
LinesDate · Description · Category · Amount · Receipt
TravelDistance · route · rate · total
SummarySubtotal per category
TotalTotal to be reimbursed
PaymentAccount details

Frequently asked questions

Do I have to attach every receipt?

Yes, and number them to match the report's lines. An attachment nobody can match to a line is as good as a missing one.

How do I calculate mileage?

Use the agreed rate, or your country's reference rate, multiplied by the actual distance. Always state origin, destination and the reason for the trip.

Is an expense report a tax document?

No, it is an internal reporting document. The tax documents are the receipts attached to it.

Can I prepare it on my phone?

Yes: in Workio you add lines as the expenses happen and produce the PDF at the end of the period, instead of reconstructing everything from memory.

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Create the document, not the Word file

Workio produces every one of these as a PDF straight from iPhone and Android: automatic numbering, your logo, VAT and totals calculated, sent to the customer. No account, no connection needed.