Tutorial for Creating a Travel Expense Form in Excel 2003

Use Excel to create expense reports

Excel 2003 is one of the most powerful spreadsheet programs on the market, and it is one of the most useful tools for creating all kinds of business documents. If you need to create an easy to use expense report for your business, Excel 2003 is an excellent way to create that form.

Things You'll Need

• Computer
• Microsoft Excel
• Expense report template

Instructions

1. Log on to your computer and open Microsoft Excel 2003. Excel will automatically open to a new spreadsheet.

2. Download an expense report template from Microsoft. There are a number of different expense report templates to choose from.

3. Examine the expense report spreadsheet carefully and make any changes you need. The typical expense report template will contain a number of different categories. Remove any categories that are not applicable to your business, and replace them with any new categories you need.

4. Replace the text on the template with your own text. Be sure to include your company name on the top of the form.

5. Enter some dummy data into the spreadsheet to make sure the formulas are working correctly. For instance, the template will probably contain a formula that automatically calculates mileage reimbursement based on the number of miles driven. Enter the mileage and make sure the reimbursement updates properly.

References

• Microsoft Office: Expense Report Template