Free template

A free expense claim form for Excel

An expense claim that says, for every receipt, whether it is recharged to the client and how, so the invoice treats it correctly for GST.

Download the template

An Excel file, about 9 KB. No sign-up, and no email address needed.

It opens in Excel, Google Sheets and LibreOffice Calc. There are no macros.

What is in it

  • A line per receipt: date, who was paid, what for, the receipt reference and the amount paid.
  • A recharge choice per line: not recharged, recharged at cost as a pure agent, or recharged with a markup.
  • Totals that split the three, so a pure agent recovery can be shown separately on the invoice.
  • What was earned on markups, and what stays the firm’s own cost.
  • A block for who claimed it and who approved it.

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Expenses that reach the invoice in the right place

ReliTime records expenses against jobs, has somebody other than the claimant approve each one, and carries approved recharges onto the invoice: at cost as a disbursement, with a markup as a taxed line.

See what it does

Questions people ask

Is the expense claim form free?

Yes. Download it and use it as you like, with no sign-up and no email address needed.

Does it work in Google Sheets or LibreOffice?

Yes. Every figure is an ordinary formula with no macros, so it opens in Excel, Google Sheets and LibreOffice Calc and works in each.

Why does recharging at cost differ from recharging with a markup?

A cost recovered at exactly what it cost, with the client’s agreement and shown separately on the invoice, stays outside the taxable value under CGST Rule 33. Add a markup and the whole amount becomes your own supply, taxed at the rate of the work.

See it on your own kind of work

We set ReliTime up with a walkthrough rather than a sign-up form. We will take you through a working organisation, from a week of timesheets through approvals and work in progress to a GST invoice, answer your questions as we go, and set up yours.

Or write to hello@relitime.com.