How to Manage Expense Reports ?

Category:  Human Resources

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

Use this template

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.

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.

Be  organized  and work better with Rowshare

Help your team get organized, delegate tasks, and automate data processes without losing sight of the big picture.

What do our users think?

Rowshare makes it easy for teams to collaborate to get the same information in a simple and seamless way. It also provides easy access to stored data! At Rowshare, customer service is also quick and responsive, despite being in New York and Rowshare in France. Read the notice
Carter Dwight, RTR
Overall, this is the best online collaborative spreadsheet software to date. It is easy to use and has all the important features. Read the notice
Muhammed Anshad K., MIA Arabia
The tool is very user-friendly and can be customized according to the needs which are the most desirable features. Thus, we can perform our daily tasks more easily and efficiently and save valuable time. I also appreciated the customer support they offer. Read the notice
Sabin Ghatani, Arts and Crafts
Go to Top