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Expense receipt template for Public Relations

facing trouble to keep track on your expenses individual costs their records by date and total accountable for each of them sounds like a lot right let's make all this possible in one worksheet only hello there this is fulim from Excel Demi your on stop for Excel blog posts discussion forms templates and VBA related [Music] answers today our discussion is how to create an expense report in Excel we will create this template in a blank worksheet using Excel 365 you can use other available versions as well let's get down to the video here is a new worksheet here we will remove the grid lines first for that let's go to view Tab and from the show group uncheck the grid lines option now to add basic info merge B2 to I2 from the Home tab under the alignment group March and Center type expense report now for more information we will add more titles before that let's merge the cells for better visual merge B4 to C4 using the margin Center option now let's copy s before using contrl C and paste it using contrl V in B5 B6 and E4 and in H4 in B4 type purpose as in the purpose of this expense report employee name in B5 and here goes employee ID in D4 type a colon sign and in E4 let's create a blank space using underscore now select D4 and E4 and using fil handle tool copy it till D6 for the time period of the expense sheet to understand the duration for these transactions we will add time period here so in H4 type time period in H5 from h62 now let's select all of them using control key and from the Home tab under the font group make them bold and increase their phont size to 12 from the alignment group let's make them lift and middle align let's add borders using the borders menu and select all borders let's add some formatting for our title as well select the title and from the Home tab under the Styles group choose the cell Style is drop down menu here select heading to and go along with increasing font size to 14 for detailed report let's add some column headers first in B8 let's type date description Hotel transport mail phone others finally total now select B8 to i14 and go to Home tab under the font group choose all borders 40 titles in B8 and our time period go to Home tab and under the font group make them bold increase their font to 12 and let's choose a fill color say this one and from the alignment group let's choose Center and middle aligned it looks better right now select B8 to i14 and go to insert tab from the tables group select table to create a table for our database we can also create a table using contrl T let's try the shortcut contrl T there we can see our range is already selected and make sure to check this box so that our top row is considered as column headers okay for our column headers let's go along with automatic black color for font and for fill color this one for calculating subtotal we will insert a new row click anywhere in the table and we can see that a new tab is added which is table design click on it now from here select the total row checkbox and uncheck the filter button and you can see that the filter icons are no longer here and a new row has been added here writing total let's add subtotal here now we will format these sales ing to requirement select D9 to I15 and from the Home tab under the number group select this icon for accounting number format and for this column from the drop-down choose short it you can customize format from format options as well using control one like that to get the total values we will use the sum function now in cell I9 let's type equals sum Tab and let's select D9 to H9 enter it will copy to rest of the cells as well from the formula bar we can see that the range is not referred as D9 to H9 rather the column headers of our table which is named as table one now let's add our sell values to create an expense report you can manually type it or copy from a draft data set we will copy it using contrl C and paste it here using contrl V we can see the total value is already updated ing to our data set now we want to add each type of expenses in the subtotal row since we added this row as to total previously we don't need to add formulas to get it select cell D15 and we can see a drop down menu here select sum the value is not visible let's increase the column width now we can see that the total expense for hotel is $880 now use the fill handle till h15 sub toal for me is not visible as well but moving the cursor here here we can see that it's $1,490 we can just double click here and it's visible now for final calculation let's add merge g16 and 816 from the alignment group in the Home tab and type paid let's format it from the font group making it bold and increasing its size to 12 copy this using contrl C and paste it in g17 and in B18 now in g17 type du and in B18 type authorization here let's add all borders from font group here we have added these two cells so that we can count the amount that is paid and the due amount here we can notice that our to total formula is not correct so we can just use the drop- down and select some as well it will give us the total value from this column let's say our paid value is $1,000 let's change format of i16 and I17 from the number group to accounting format and in the DU value let's type equals total minus paid value enter and we can see that the total due amount is 2,3 $350 now for authorization we will add a blank space for Signature select b19 and c19 and merge them using alignment and use a blank space using underscore so our expense report is ready now for the blank spaces you can fill in with proper information let's type employee name as Charles Darin easy right using this elaborate steps you can easily create an expense report as well you can practice this with the help of the Excel file in the description box below let us know if you were able to create it in the comment section share your suggestions and feedback as well stay tuned by subscribing to the channel and clicking on the Bell icon like and share the video if it helps you thanks for watching