Falcon’s Expense Report Template & What Exported Reports Look Like

Falcon’s mobile app expense report template provides you with expense reports that meet IRS recordkeeping requirements.

Automatically add expenses to your expense report template.

Background Information

Falcon Expenses is a mobile app for mileage and expense tracking and reporting. Falcon customers, on average, record over $6,600 in annual tax deductions.

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 automatically track mileage expenses, keep an odometer log, log billable hours, and as a receipt keeper.

Download Falcon Expenses, Free
The longer you wait to get started with Falcon the more tax deductions and reimbursements you miss out on.
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 you’re ready to do your taxes (great for self-employed) or submit them to your manager or accountant.

If you’re a delivery driver and need an optimal way to track your vehicle expenses by vehicle or by 1099 employer, please check out the following articles:

Falcon Expenses mobile app autogenerates an easy-to-read expense report 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 your phone is directly attached to the cash expense entry. Your receipt image is included in the expense report export alongside the data entered for the expense. Basically, Falcon Expenses’ expense report template is auto-populated with the expenses, and expense data entered by you.

After, export your reports via email to anyone all from your phone. For example, email expense reports to a manager, employer, client, boss, accountant, etc. Or, email them to yourself monthly, quarterly or yearly, to use for tax preparation at the end of the year.

For more information about Falcon Expenses mobile expense report app features please review the following posts:

So, what exactly do these reports look like?

Falcon Expenses offers two formats for exporting expense reports. In addition, both use the same expense report template.


  1. Spreadsheet
  2. PDF

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 safekeeping.

Falcon's Expense Reporting App Spreadsheet Expense Report Output

Below is what an email looks like with both CSV and PDF report formats attached. In this email, you see the additional PDF file attachment on the right of the bottom row.

Falcon Expenses Expense Report Email and What it Looks Like

Download Falcon Expenses, Free
The longer you wait to get started with Falcon the more tax deductions and reimbursements you miss out on.
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 summary of all of the expense information. Also, attached as four images per page after the expense report summary page are the receipt images. Match the file name above the receipt image with the name located on the ‘Receipts’ column on the expense report summary page to correlate attached receipt images with individual expenses in the expense report summary. An example of a PDF report output is below.

Falcon's Expense Report App Report Export

Download Falcon Expenses, Free
Falcon customers, on average, record over $6,600 in annual tax deductions. 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 the top right of the yellow navigation bar. Scroll down until you see the option, ‘Report Output’. There, you will see two options: Spreadsheet and PDF. If the option, or options, is the color teal, that means it is selected. See the image below for a screenshot of this section on the settings page. Squared off in red is the ‘Report Output’ section.

Falcon Expenses Setting Page Expense Report Output Options

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 on the IRS requirements for expense reporting and expense recordkeeping please review this post, IRS Rules for Recording Business Expenses: Travel, Transportation, Meals and Entertainment.

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:

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