如何在Microsoft Word中设置费用表格

Whether for business trips or taxes, you might need to fill out an expense form at some point. If you don’t happen to have a company or a consultant that provides a template for you, you can create one using a template provided by Word.

无论是商务旅行还是税收，您都可能需要在某些时候填写费用表格。 如果您碰巧没有一家公司或顾问为您提供模板，则可以使用Word提供的模板来创建模板。

设置费用表格 (Setting Up an Expense Form)

Filing an expense report is a necessary part of any business trip. While each company might have its own rules to follow in terms of reimbursement, the general structure of the form (and the items in it) will remain pretty consistent no matter where you are.

提交费用报告是任何商务旅行的必要部分。 尽管每个公司在报销方面可能都有自己的规则，但无论您身在何处，表格(及其中的项目)的总体结构都将保持一致。

If you are filling out an expense form for your company, find out first whether they have guidelines you should follow or a template you should use.

如果您要为公司填写费用表格，请先确定他们是否有应遵循的指南或应使用的模板。

If you need to create your own expense form, Word provides a pretty nice template to get you started. While it might not exactly meet your requirements, it’s a good place to start.

如果您需要创建自己的费用表，Word提供了一个不错的模板来帮助您入门。 尽管它可能无法完全满足您的要求，但这是一个不错的起点。

First, open up Word. At the left side of the splash box, click “New.”

首先，打开Word。 在初始框的左侧，单击“新建”。

Search “expense” in the search bar.

在搜索栏中搜索“费用”。

Press “Enter” to show the available template and then click the result.

按“ Enter”显示可用模板，然后单击结果。

A new window will appear, giving you the template name and description along with a preview of the template. Click “Create.”

将出现一个新窗口，为您提供模板名称和描述以及模板预览。 点击“创建”。

Your new expense form template will appear. Take a look at it and edit the necessary parts. Make sure the colors and the typography match your company’s visual guidelines.

您的新费用表格模板将出现。 查看一下并编辑必要的部分。 确保颜色和版式符合您公司的视觉准则。

Once you’ve made the appropriate edits, you can save the template until you’re ready to track your expenses. It’s probably a good idea to record everything as you go instead of waiting until the trip is over and doing it all at once, as it’s easy to forget something you may have purchased several days prior.

进行适当的编辑后，您可以保存模板，直到准备好跟踪费用。 最好在旅途中记录所有事情，而不是等旅行结束后立即完成所有事情，因为很容易忘记几天前可能已经购买的东西。

Here are the most common expense items people usually track:

这是人们通常跟踪的最常见的支出项目：

• Hotel
  旅馆
• Transportation (This includes airfare, public transportation, and rental fees and sometimes mileage)
  交通(这包括机票，公共交通，租金和有时的里程)
• Fuel
  汽油
• Meals
  餐点
• Phone (Many companies require that you purchase a SIM for local communication while others might be fine with paying roaming charges)
  电话(许多公司要求您购买SIM卡以进行本地通信，而其他公司则可能需要支付漫游费)
• Entertainment (This falls into the “reasonable reimbursement” category. It’s probably a good idea to get pre-approval before taking your clients out for a good time. If you don’t, then make sure you don’t go overboard as it might present problems with your company.)
  娱乐(属于“合理报销”类别。在将客户带走一段美好时光之前，先获得预先批准可能是个好主意。向您的公司提出问题。)
• Miscellaneous
  杂

As a rule of good practice, it’s always best to get pre-approval on expenses before traveling to avoid any conflict on reimbursement after you’ve already spent the money. Also, be mindful of the company’s spending limit based on different locations. Most companies will provide increased spending limits if you’re traveling to someplace where things are more expensive.

根据良好做法的惯例，最好在旅行之前获得费用的预先批准，以免在您花完钱后出现与付款方面的冲突。 另外，请注意公司在不同地点的支出限额。 如果您前往费用更高的地方，多数公司将增加支出限额。

Make sure you keep up with all of your receipts, document all of your expenses, fill out the expense report, and you’ll be good to go!

确保您跟上所有收据，记录所有费用，填写费用报告，一切都会好起来的！

翻译自: https://www.howtogeek.com/407864/how-to-set-up-an-expense-form-in-word/