RowShare Logo
Logo RowShare
Free Trial
Logo RowShare
Schedule a Demo

How to Manage Expense Reports ?

Use this template to improve expense management and discover an easy-to-use and efficient tool.

Expense Reports Management Made Easy Free Trial

Collect Data Securely

And Choose Who You Are Sharing Information With

Share your table with your employees so they can fill it in when they have an expense to report  but define access rights so you can control which rows they an see. For example, you can keep a comprehensive view of all expense reports while making sure employees only see their own.

Save time

One table to manage the expense reports process

Managing expenses reports can be time-consuming : change the way you collect data and simplify this process. With this table, all data and documents are stored in one place : a collaborative table encouraging the involvement of each employee and preventing useless emails and missed communications.

Receive real-time information

Keep track on expense reports status with useful notifications

To manage expense report efficiently, make sure you have updates when an employees enter a new expense report, when it is approved and when it is reimbursed. Tracking and transparency : two key points for a better expense management.

Expense Reports Management Made Easy Free Trial

Employee Expense Management

Supplies, lodging, meals, transportation… Employee may have expensed in their work or on behalf of their company. And in doing so, they are entitled to a reimbursement from their employer.

Reimbursements are managed through employee expense reports : a process with more at stake than one might think at first.

An efficient expense management is important to insure your employee’s satisfaction (who did spend a certain amount of money in their work) but also to save time to more than one person in your company. Indeed, tracking expense reports and reimburse employees can become extremely time-consuming for your employee, your HR or finance team, managers, etc. Each having a responsability in this process and actions to take. This loss of time is often caused by many back and forths between services (document or receipt missing, validation, etc.) or by the use of traditional paper expense reports.

Working collaboratively is a key point to simplify this process.

Another good reason to make sure you track expense reports : in case of an audit companies need to account for all their employee-initiated expenditures. Thus, recording expense reports is mandatory and must include the date, expense details, amount, receipt.

Expense reports management tools : what to expect ?

Optimize your process with an expense management tool that will allow you to :

  • Collect and centralize all the information you need from your employees : expense report management is so much faster when you don’t need to chase after every detail of the expenditure.
  • Process quickly and collaboratively expense reports : increase productivity by sharing information with all the stakeholders with a single click.
  • Track request with complete transparency with employees : companies and employees need to have an updated status of expense reports. Is there any information missing ? Is the expense report approved ? Reimbursed ? Make sure these informations are accessible at a glance.

Improve Expense Management With RowShare

Use our template and share it !

Track expense reports easily :

  • receive a notification when an employee fills out an expense report,
  • simply share the table to get the approval of the manager,
  • give notice on the same spreadsheet when the reimboursement is made

All that on a single table line.

Once the expense report process is completed, simply archive the line and keep it safe in case of an audit.

RowShare is a collaborative tool : each member can access and work on the same document simultaneously. A great way to increase efficiency when you manage expense reports.

Choose what users see when you share your table : Allow employees to see their expense reports, managers to see expenditures filled out by their team members and finance team to have access to the whole picture.

Our clients talk about Rowshare
  • “The most important thing that resolved us to use Rowshare was in one hand, the easiness of use and in the other hand the simple way to handle permissions and groups of users, something that was a must for us.”

  • ” In addition to saving time and improving the quality of our business information, RowShare brings peace of mind to our partners and enhances our business relationship with them. You can’t put a price on that!”

  • “We tried Excel, Google Sheets and Airtable, but they didn’t do the job with regards to letting users see only a part of the table while we see everything. Only RowShare could do that.”

Need help?

Plan a Demo

Go to Top