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All Rights Reserved.  \nSmartsheet Inc. Patents and Patents Pending.  \n[smartsheet.com](smartsheet.com)  \nLast Updated: August 31, 2019  \nPage  \n2  \nExpense Tracking and Reporting  \nTemplate Set Getting Started Guide  \nREQUIREMENTS: This template set has been designed to utilize the full suite of functionality available in Smartsheet. Select plans do not have access to all premium features like Dashboards, Automated Actions, and Activity Log. If you are on a limited plan you can still use the template set however not all premium functionality will be available. Click here to see a list of discontinued plans.  \nGet the Set  \nClick the link below and the template set will be added to your Sheets folder, you can find it on the left side of the screen under Sheets.  \nExpense Tracking and Reporting Template Set  \nWhat’s Included in the Set  \nWith the Expense Tracking and Reporting template set, employees can use forms to submit expenses for approval. The finance team can easily track and run reports for each employee’s business expenses.  \nApproved Expense Reimbursements Report  \nFinance team can manage approved expenses from all employees to ensure timely reimbursement.  \nExpense Tracker for Employee (x3)  \nEmployees can use this sheet to track and submit business expenses.  \nPage  \n3  \nExpense Tracking and Reporting  \nTemplate Set Getting Started Guide  \nSet Up  \nUsing a workspace is a best practice when building a collaborative process. Workspaces allow you to centralize your work and control sharing with different stakeholders.  \nStep 1:  \nCreate a New Workspace  \nOpen Home. From the home menu, click the Create button in the upper right hand corner. From the drop-down menu, select Workspace. Name the workspace.  \nLearn more:  \nWorkspaces Overview, Workspace Sharing, Home Tab  \nStep 2:  \nDrag the Files into Workspace  \nSelect the template set folder under your Sheets folder. Drag and drop the folder down to the workspace you just created.  \nLearn more:  \nManage Items in a Workspace (Add, Move, Remove)  \nPage 4  \nExpense Tracking and Reporting  \nTemplate Set Getting Started Guide  \nCustomize  \nStep 3:  \nSetup the Expense Tracker for Employee Sheet  \nManagers and the finance team can use the Expense Tracker for Employee sheets to track, approve, and manage an employee’s business expenses. There are three identical sheets in the set.  \nA. Enter the employee’s name in row one of the Description column.  \nB. Use the Manager column to select the employee’s manager from your contact list. Click the column dropdown menu and click Edit Column Properties and check the Restrict to list values only box to ensure your employee can only select from a predefined list.  \nC. Enter the cost for expenses in the Amount column. There is a formula in row one that automatically adds up the numbers entered in the Amount column.  \nD. Make more copies of the sheet for other employees by clicking on File and clicking Save as New from the dropdown menu.  \n| A\u003Cbr> C | B |  |\n| --- | --- | --- |\n|  | B\u003Cbr>|  |\n\nLearn more:  \nUpload an Attachment , Dropdown List Column Type , Date Column Type , Contact List Column Type, Apply Formatting Automatically with Conditional Formatting Rules, Insert, Delete, or Rename Columns  \nPage  \n5  \nExpense Tracking and Reporting  \nTemplate Set Getting Started Guide  \nStep 4:  \nSheet Bonus: View or Edit Your Project Summary Data  \nFor those with a Business or Enterprise plan, this template set utilizes the sheet summary feature. All your Expense Tracker for Employee sheets include a pre-populated sheet summary that provides a standard, robust way to organize and report on project information in your sheet. Here you can see employee and manager information, along with a quick recap of expense t","cbCaimvyUNRJiBvL","https://ap.wps.com/l/cbCaimvyUNRJiBvL","pdf",1228054,10,"English","# Get the Set\n## What’s Included in the Set\n# Set Up\n## Step 1: Create a New Workspace\n## Step 2: Drag the Files into Workspace\n# Customize\n## Step 3: Setup the Expense Tracker for Employee Sheet\n## Step 4: Sheet Bonus: View or Edit Your Project Summary Data\n## Step 5: Edit the Expense Report Form","[{\"question\":\"How can employees submit expenses for approval in this template set?\",\"answer\":\"Employees use the Expense Tracker for Employee sheets and submit expenses through forms to initiate approval. Managers then track and approve the submitted items in the corresponding tracker.\"},{\"question\":\"What setup steps are required to organize the template set for a collaborative process?\",\"answer\":\"Create a new workspace and then drag the Expense Tracking and Reporting template set folder into that workspace. This centralizes work and controls sharing with stakeholders.\"},{\"question\":\"How do managers and the finance team manage approved reimbursements and reporting?\",\"answer\":\"Finance can view and manage approved expenses across employees to ensure timely reimbursement. The template set also supports running reports per employee’s business expenses and refund tracking.\"}]","Expense Tracking and Reporting Template Set Getting Started Guide - 31AUG19 | PDF",1789127599]