Expense categories can be customized (ideally based on the types of recurring expenses you expect to have). You can add business expenses manually by creating a new row and categorize expenses by choosing a category from the dropdown. The button also triggers another Zap to automatically update the status of the expense to "pending".
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The email action in the Zap contains the recipient's email address, subject, and body text which is customizable. The Table has columns for Date, Description, Amount, Category, Status, and a button to send an expense to your finance team for reimbursement.Ĭlicking the button prompts the Zap to send an email to your finance team, notifying them of the new expense. This template uses Zapier Tables to organize and manage your expense data. Tracking employee expenses has never been as easy or connected. You can even extend the template to use AI to automatically apply an expense category or automatically add expenses to your official expense report app through Zapier's 6,000+ integrations. The template's automation features guarantee your finance team stays in the loop with timely updates on new expenses, simplifying the approval process. You could easily save expenses in a Google Sheet or Notion template, but being able to quickly submit your expense for reimbursement from within the expense tracker can only be cleanly done using Zapier. Keep your expense tracking in one place with a button to send or submit the expense for reimbursement to save you time. Monthly or Weekly Tracking: View total costs and expenditures by week, month, or year.This user-friendly Expenses Tracker Template allows you to quickly spin up an expense report.Authorized By: Enter the name of the authorizing employee for any expenses incurred.Purpose of Expense: Beyond categorizing expenses, it can also be helpful to track the purpose of each expenditure.
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Expense Category: Organize your costs into typical categories, such as rent, taxes, utilities, legal, marketing, payroll, and inventory.
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A template can help you track all expenses for clear, organized accounting. You can add cost, administrative expenses, vendor payments, reimbursable employee costs, and more.