How to use the Expense Report Generator
- Enter your name, the period and the business purpose.
- Add each expense with its date, category and amount.
- Print or save the report as a PDF and attach your receipts.
What does this tool do?
Finance teams need expenses itemised with dates, categories and a clear business purpose. The generator totals everything by category, subtracts any advance and shows the amount owed.
There's space for signatures from you and your approver. Saved in this browser only.
Why use it?
- Totals by category.
- Handles advances.
- Signature lines for approval.
Use cases
- Claim back travel, meals and supplies you paid for yourself.
- Keep a monthly record of business expenses for your bookkeeping.
- Report what you spent against a cash advance after a business trip.
Common mistakes
- Leaving out receipts. Most employers need a receipt for each line, so attach them when you submit the report.
- Skipping the business purpose. A short reason for the trip or purchase makes approval quicker.
Privacy
The calculation happens instantly in your browser. The numbers you enter are not sent to our servers or saved. There's no account to create and nothing to install.
Frequently asked questions
Does it handle cash advances?
Yes. Enter the advance you received and it's subtracted from the total, so the report shows the balance still owed.
Is my report saved?
It's saved in this browser only, so you can add expenses over several days. Nothing is uploaded.
Last reviewed by the M2Toolkit team.