![]() If all three conditions are met, the value is included in the sum in the cell containing the formula. January 1 of the year after the year in A1 of 'this table' (Summary)Įxpenses::B,A3 the category in column B must match the category in Printable Mileage Log for Employee Reimbursement Form. You may also see the Mileage Tracker Samples. Select a sample, download it and start tracking the miles. FREE 11+ Sample Mileage Reimbursement Forms in MS. January 1 of the year in A1 of 'this table' (Summary)Įxpenses::A,"<"&DATE(A$1+1,1,1), the date in column A of Expenses must be before The business mileage rate decreased 3.5 cents per mile and the medical, and moving expense rates. Summary-1::C2: IF(LEN(A2)="&DATE(A$1,1,1),Expenses::A,"="&DATE(A$1,1,1), the date in column A of Expenses must be on or after In the simpler case above, where all transactions are in the same year, the formula is concerned only with totals for each category. ![]() Here's are two small examples illustrating each case. If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS. For each expense, provide the date, a description, and category details. Enter the primary purpose for each expense, employee name, employee ID, department, and manager. This basic expense report template simplifies the business expense process for employees. The free, easy-to-use, and customizable templates below track vehicle maintenance, gas mileage, and more transportation-related expenses, and they’re available for download as Microsoft Excel and Word, PDF, or Google Docs files. If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF. Download the Blank Simple Expense Report Template for Excel. At the end of the year it will contain the summary that you want. The Summary by Category table on the first sheet will then update automatically. costs, the mileage reimbursement request form is free and printable. Whenever you enter a new transaction just choose the category you want from the Pop-Up Menu in column C on that line. Intended to track mileage and medical expenses for a law firm, or for. Now the Pop-Up Menu with your new categories will be in each cell in that column. Then select all the cells below C2 in column C and type command-v to paste. Now, with C2 still selected, type command-c to copy it. That sets the Pop-Up Menu to a blank for C2. Then with cell C2 selected choose the blank at the bottom of the list. You do that in the panel at the right, as shown in the screenshot. To do this first change the Pop-Up Menu choices in cell C2 only. The spelling has to be the same in both places. Then in column C of the Transactions table on the second sheet change the items in the Pop-Up Menu to match the categories you have entered in column A of the Summary by Category table on the first sheet. Limited Expense Health Care Flexible Spending Account Dependent Care. In the Category column of the Summary by Category table on the first sheet simply replace the existing categories with the categories that you need to track. those traveled for medical, charitable or moving purposes. It will take you just a few minutes to customize it for categories that match what you need for your year-end report. A mileage log serves as proof and may also be used to keep track of other deductible miles, e.g. ![]() You enter the transactions in the Transactions table and the expenses are summarized by category on the first sheet. ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.If you aren't that familiar with Numbers and don't want to reinvent the wheel then I highly recommend that you have a look at the 'Personal Budget' template at File > New in your menu.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.
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