There’s a reason Excel is so ubiquitous in the workplace. Its versatility allows you to do a plethora of different things like track KPIs, create sales receipts, and record time cards.
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. A receipt should always be given to the customer for cash payments. If change is given back to the customer, the change should be counted back to customer, to con˜rm that the correct amount is given back. Checks should be endorsed immediately. § A completed receipt must be retained by the department. In-Person Cash and Coin Payments. Expensify is the world's leading application for expense management, receipt scanning, and business travel. Snap a photo of your receipt using SmartScan and Expensify takes care of the rest. Sign up today to get started with expense reports that don't suck! There are many types of receipt templates, including ones for delivery, cash, rent, sales, donations, and purchases. If you don't have Word, you can use many of these in a free word processor. Another temporary option is to get a month-long free trial of Microsoft Office, which includes Word.
These handy Excel templates will save you precious time when creating business documents.
To make your life a little easier, we compiled some of our favorite Excel templates for business.
Time is a resource that can’t be gained back, which is why it’s essential to track it. This timeline template by Vertex42 gives you an overview of the milestones and events that team members should be aware of.
Need something more sophisticated than a project timeline? Look no further than this Gantt chart template by Vertex42. You can organize tasks, change dates and track the status of tasks using easy-to-master excel functions and formulas.
A big part of the solution creating process is simply knowing what needs to get done. This to-do list template by Vertex42 is perfect for keeping you and your team in the loop.
With this template, you can add project tasks, the priority level, a due date, who’s in charge, and status updates.
Learning from mistakes is key for growth, both professionally and personally. Enter, the issue-tracking template.
This template allows you to keep a log of what went wrong, the priority of the issue, the team assigned to tackle it, as well as a comment section to note any findings. Having a birdseye view of what went wrong will help you track recurring issues, and nip them in the bud before they affect the rest of the current project.
An economical alternative to time-card software is this free template. The weekly time-card by Vertex42 calculates hours per week per project, which is particularly handy for smaller businesses that need to track budgets.
This handy KPI tracker will help you measure the things that matter for business success. The template allows you to consolidate metrics between teams and switch between a table and graphical layout.
In charge of planning a work event? Use this party planning template to ensure the expenses stay firmly nestled within the budget.
Save time by using this free invoice template when receiving payments from customers.
Use this portfolio management template to track how much you earn from your investments. Created by a Singaporean investor and adapted to fit the US stock market, this template also has a summary section for a broad view of your portfolio.
This invoice template is ideal service-based businesses. It has empty fields to populate with information pertaining to the services you provide.
Save money on invoicing software with this template. With this Excel sheet, you can include shipping information, alternate addresses, product codes, and notes.
For businesses that bill customers recurringly, this account statement template is super handy for creating a summary of sales made. This is particularly useful for smaller businesses as bookkeeping software can be expensive.
If you’re shipping goods to customers, use this packing slip template to show your customers a breakdown of their order.
Simplify your quoting process with this price quote template. The template has sections for the quote description, special notes, customer information, and more!
Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.
Use this template to send your customer a sales receipt.
This rent receipt template is handy If you rent out your office space or home. The simple template allows you to keep a record of payments made on your property.
Solopreneurs working from home will want to use this home office expense tracker to check that they’re making the most out of their eligible tax deductions.
This time card template is useful for businesses that hire contractors. The sheet allows team members to note the amount of time spent on a project. It also automatically calculates the regular hours and overtime hours along with total hours spent each week.
Once you have your employees’ daily log all set, you can then transfer that information to this weekly time card template to get a better view of their hours for the month.
This weekly timesheet includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week.
This payroll calculator template helps you account for deductions when determining gross pay.
Ever heard the phrase “if you fail to plan, you are planning to fail”? This startup business plan template helps you get one step closer to success. The sheet includes instructional sections for an executive summary, marketing plan, startup expenses and more!
Are you an established business without a formalized financial plan? This template might be the one for you.
Plan for the year ahead with this 12-month marketing plan template. The highly detailed template helps you identify: your market, your target customer, your business goals, strategies and tactics, and budget.
Content and social media have only grown in importance over the past few years. This editorial content calendar template is a handy way to track when and where you post over a few months.
This on-page SEO template is great for organizing on-page SEO strategy, documenting any changes, and more.
Use this SWOT analysis to ensure you and your team are systematically identifying and adapting to opportunities and potential threats
In the event planning business or simply want to celebrate a milestone with your team? Check out this event planning template so yours runs without a hiccup.
Looking to expand your team in a smart, efficient way? This job application template might be the tool you need. You can use it as is, or edit the entry fields so you can screen for the skills and qualities necessary for the role.
If you work as part of a global remote team, you are probably aware of the inconvenience that comes with coordinating a mutually optimal time for meetings. This world meeting planner and time zone converter will save you multiple e-visits to timeanddate.com when coordinating with your coworkers.
Download this business financial plan template to track and forecast your spending and income for the future.
Want a more comprehensive financial tracker? Look no further than this business budget expense template. You can evaluate your actual expenses against your actual budget both numerically and graphically.
This to do list Excel template visually displays your tasks on a daily, weekly, and monthly basis.
Want to learn how to use Excel like a pro (and maybe create a couple templates of your own)? Check out our Excel Basic and Advanced course. There are over 49 engaging video lessons with accompanying cheat sheets, exercises, and quizzes to bolster your learning.
For more Excel templates, check out this handy article.
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Start free trialClear your desks and drawers of paper receipts by mailing them straight to our processing facility for free with our postage-paid Magic Envelope™! Scan in any strays with our mobile app available in the Apple App and Google Play stores.
See all of the most important data from your receipts in one organized place for easy and at-a-glance expense tracking. Click into an expense to see the fully scanned image of your receipt.
Use our standard categorizations or create your own to fit your needs. Export all of your data at any time, including the scans of your receipts.
Clear away piles of paper receipts by mailing them directly to our processing facility for free with the postage-paid Magic Envelope™. We’ll do the work of scanning your receipts and turning them into organized and actionable digital data.
Use our mobile application for quick and easy uploads. You can also email us pictures of your receipts, drag and drop scans from your desktop, or use our custom Gmail plugin to auto-import receipts from your email account.
We extract the most important data points on your receipts and automatically categorize them by vendor, total spent, date, and payment type. Extracted data is fully searchable and editable. Our team members double check extracted information so you know you’re seeing human verified data you can trust.
Create clear and comprehensive expense reports that include images of your receipts. In just a few clicks, you can export, share or print all of the information you need for easy tax preparation or reimbursement.
Digital images of your receipts are accepted by both the Internal Revenue Service and the Canada Revenue Service in the event of an audit. Shoeboxed ensures that all of your receipts are legibly scanned, clearly categorized, and easy to locate.
We protect both your important documents and your digital scans. All of your paper is securely stored at our independently owned and operated processing center in Durham, NC. All doors are entry controlled and monitored 24/7 with security cameras. Digital data is protected by Secure Socket Layer (SSL) encryption, which is also used by online banks and medical information services.