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. Use Falcon Expenses to scan receipts (we type merchant name, amount and date), track mileage expenses (automatically with an integrated GPS tracker) 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. Export reports when they’re ready for submission (to a manager or employer for reimbursement, or for recordkeeping). Falcon Expenses mobile app autogenerates an easy-to-read expense reports with all required expense data. For example, merchant name, date and amount each have their own dedicated columns in the report export. In addition, for cash expenses, where a record of a paper receipt is required, a picture of the receipt taken with a phone is directly attached to the cash expense entry. This receipt image is included in the expense report export along side the data entered for that expense. Basically, Falcon Expenses’ expense report template is auto-populated with the expenses, and expense data entered by the user. After, 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 in the CSV file. The receipt images are individually attached individually to this email if any of the expenses in the report contained images of receipts. Quickly download the receipts with one click for storage and safe keeping.
Below is what an email looks 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 expense report exports 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 an organized 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 report export settings are available in Falcon Expenses mobile expense app?
Set Falcon Expenses to export only the PDF format or only the spreadsheet format. Or, set Falcon Expenses to export BOTH the PDF and the spreadsheet formats. 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
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.
Check out the following articles to learn more about Falcon Expenses products and services and start saving time and money today:
