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Thursday, June 6, 2019

How to Set Up an Expense Form in Microsoft Word

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Whether for business trips or taxes, you might need to fill out an expense form at some point. If you don’t happen to have a company or a consultant that provides a template for you, you can create one using a template provided by Word.

Setting Up an Expense Form

Filing an expense report is a necessary part of any business trip. While each company might have its own rules to follow in terms of reimbursement, the general structure of the form (and the items in it) will remain pretty consistent no matter where you are.

If you are filling out an expense form for your company, find out first whether they have guidelines you should follow or a template you should use.

If you need to create your own expense form, Word provides a pretty nice template to get you started. While it might not exactly meet your requirements, it’s a good place to start.

First, open up Word. At the left side of the splash box, click “New.”

New document

Search “expense” in the search bar.

search expense

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