Falcon’s Expense Report Template & What Exported Reports Look Like
Falcon’s mobile app expense report template provides employers with expense reports that meet IRS recordkeeping requirements.
Background Information
Falcon Expenses is a mobile app for expense tracking, capture, and reporting. This post is about what expense reports look like that are exported from Falcon Expenses using Falcon’s expense report template. With Falcon Expenses, users can scan receipts (we type merchant name, amount and date), track mileage expenses (with their GPS) and log billable hours.
📥 Download Falcon Expenses
Falcon Expenses is free to download. If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.
Expenses entered using Falcon’s mobile expense app are organized into easy-to-read expense reports. Falcon Expenses mobile app autogenerates expense reports. In addition, included in Falcon’s expense reports are the receipt images that the user takes pictures of with their phone and attaches to applicable expense entries. Basically, Falcon Expenses expense report template is auto-populated with the expenses entered by the user. Further, the user can exports their reports via email to anyone all from their phone. For example, email expense reports to a manager, employer, client, boss, accountant, etc.
For more information about Falcon Expenses mobile expense report app features please review the following posts:
- How to Track Mileage Expenses with Falcon Expenses
- How to Capture Cash Expenses and Upload Receipts with Falon Expenses
So, what exactly do these reports look like?
Falcon Expenses offers two formats for exporting expense
- Spreadsheet
Spreadsheet Expense Report Template and Export
The spreadsheet expense report export contains a summary of the expense data in a spreadsheet. This makes it easy for the reviewer (i.e. an accountant, manager or boss) to manipulate the data.
The image below shows the email attachment received by the recipient after a CSV report was submitted from Falcon Expenses mobile app. This is how the attachments appear in the recipient’s inbox. Included in the attachments is a summary of the expenses, which is the CSV file. Attached individually are the receipts. Quickly download the receipts with one click for storage and safe keeping.
Below is what an email would look like with both CSV and PDF report formats attached. In this
📥 Download Falcon Expenses
Falcon Expenses is free to download. If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.
PDF Expense Report Template and Export
PDF report outputs include the expense report summary and the receipt images in one PDF file. Thus in one attachment. Further, the first page of the PDF expense report export includes the summary of all of the expense information. Also, attached as four images per page after the expense report summary page
📥 Download Falcon Expenses
Falcon Expenses is free to download. If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.
The Columns Contained in the Spreadsheet and PDF Expense Summary Chart Include
For cash expenses …
- date
- amount
- merchant
- category
- comment
- receipt (the receipt image that the user took a picture of with their phone)
- tags (you can add more than one tag)
For mileage expenses …
- date
- total miles
- rate (i.e. the reimbursement rate per mile)
- start (i.e. start address and end address or start odometer readings and end odometer readings)
- end (i.e. start address and end address or start odometer readings and end odometer readings)
- comment
- mileage (i.e. the total amount of the mileage expense)
- tolls
- parking
- total (i.e. the total amount of the mileage expense including parking and tolls
- tags (you can add more than one tag)
For billable hours …
- date
- number of hours
- rate (i.e. amount charged per hour)
- amount (i.e. the total amount of the expense)
- comment
- tags (you can add more than one tag)
📥 Download Falcon Expenses
Falcon Expenses is free to download. If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.
What different expense report export settings are available in Falcon Expenses mobile expense reporting app?
You can set Falcon Expenses to export only the PDF format or only the spreadsheet format. Also, you can set Falcon Expenses to export BOTH the PDF and the spreadsheet format. To do this, tap on the settings icon located in
📥 Download Falcon Expenses
Falcon Expenses is free to download. If you’re on a desktop it’s best to use your phone and search for Falcon Expenses on the app store.
Other
Lastly, for detailed information
About Falcon Expenses, Inc.
Falcon Expenses is an iOS solution for expense tracking and management. Scan receipts, we type merchant, date and amount, auto-track mileage expenses via GPS and log billable hours with an integrated timer. Quickly organize expenses by time period, project or client and easily prepare reports for email to anyone in PDF or spreadsheet formats, all from your phone. Use for reimbursements, taxes, record keeping or invoicing. Falcon Expenses is great for professionals, freelancers, realtors, business travelers, truckers and more. Find out more, here.
