Do you have questions you would like answered by your peers in the proformative community?

Anonymous Accounts Payable

Expense template

Asked on Jan. 4, 2016

I have been ask to create and maintain allocation templates for all expenses. Does anyone have an excel template that can be used to input individual expense that upload to summary sheet. Thanks in advance for your help!

Answers

Len Green Performance Improvement Consultant and ERP Strategist • January 4, 2016

Hi Anon
Do you think there is an opportunity to look at a solution that avoids Excel? You don't mention how many people file expense reports, whether expenses are rebillable to clients, use of personal or corporate credit cards etc, but if you are looking to perhaps modernize and streamline the entire process (starting with the employee incurring an expense), you may want to search the Forum here for some excellent discussion threads, software offerings, user experiences etc.

For example: enter "travel and expense" into the Search menu above and you will see over 130 questions on this topic. No need to re-invent the wheel:)

Want to join the conversation? Submit an answer or ask a question by emailing us at [email protected]

Submit an answer