Expense Report Software for Small Business Access Templates Tutorial



Expense Report Software for Small Business Access Templates

Expense Report Software for Small Business Access Templates - This is the access templates of expense report software for small business which can be used for small to medium organization reimbursement system. Aside for business, it also can be used for personal expense management software. This expense management software for small business can be used respectively by the finance and accounting department. The expense report software for small business have these menu:

EXPENSE REPORT DETAILS

Menu for recording the Expense description details. On the top header, there are some buttons:
- Save and New: Save the current record and generate new blank form.
- Approve All Detail: automatically tick all of the approved checkboxes of every records in Expense List.
- Preview Expense Report: Click to display the Expense Report.
- Close

 

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The top fields are contains these fields:
- Report Date: Date/Time, when the Report is generated or submitted (it's not autogenerated).
- Expense Code: string, can be considered as the name of group. An Expense code can be used for multiple employees.
- Start Date: Date/Time. The start period of the report
- End Date: Date/Time. The end period of the report
- Report ID: autogenerated, numeric.
- Employee: lookup field from Employee menus.
- Approver: lookup field from Employee menus, the one who has authority to approve.
- Send: button to send approval request to employee who has authority to approve.
- Business Purpose: string
- Description: string.

 

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On the middle, there is subform to record the expenditures in small business:
- Expense Date: Date.
- Title: string
- Category: lookup value. You can change the value by clicking the Edit Icon. The icon will appear below the drop down menu after you clicked it.
- Approved: checkbox for approval.
- Cost: The amount given or reimbursed.
- Total: if you click it, you can switch to see average, max, or min spending.
- Attachment: click to attach corresponding files to the expense, e.g. receipt, bills. To attach a file, simply double click the attachment icon. On the dialog box, click Add and navigate to the file location. You can upload more than one file.
- Approved Totals: autogenerated Total
- Less Cash Advance: the actual expense cost
- Amount Due: autogenerated from subtractions of Approved Totals and Less Cash Advance.

Because there is no login template (which is not the main purpose for business expense tracking software), everyone can tick the approval checkbox. You can integrate or set up the template for login, determining access level and employee roles into expense report software for small business.

 

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On the footer, the fields are: - Status: lookup field for payment or approval status. Value can be changed.
- Department Charged: lookup field for the one who responsible with the expenses. Value can be changed.
- Check number: numeric
- Date Paid

EXPENSE REPORT LIST and EMPLOYEE LIST
The form menu to display all the expenses or Employee in table list. You can make quick edit or input the records.

EMPLOYEE DETAILS
Menu for recording the Employees. It is divided by 2 tabs. On the header there are some buttons:
- Go to: search box
- Save and New: Save the current record and generate new blank form.
- Save As Outlook Contact: export the records into outlook contacts.
- Close

GENERAL
The menu for recording the employee personal details. All fields are in string and without validations, which you can set up later. To set up picture, double click the picture. In dialog box, click Add and navigate to the picture database.

 

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MY EXPENSE REPORTS

 

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Menu to display all the expense records with this employee.

EMPLOYEE ADDRESS BOOK and EMPLOYEE PHONE LIST
Report for displaying the Employee Address and Phone.

EXPENSE REPORT
Displaying the expenses records stored in expense report software for small business with summarized and printable manner.

 

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There are still additional reports type that has not been set up yet. You can add filters for set up the reports. The free expense tracking software is open source and can be modified. With proper modification, expense software for small business can be implemented for medium or even large company. You can download the expense report software for small business at access-templates.com.


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