It’s easy to apply your branding elements to your expense reports using My Brand Kit. Even if your expense report is for internal purposes only, creating branded documents makes you come across as more professional. The same concept applies if you work for a company. Maintaining a consistent design across all your documents conveys professionalism - which is especially key if you’re starting a business and want to build a name for yourself. So without further ado, here are my top tips on how to create a visually appealing personal or monthly expense report (and wow stakeholders in your next presentation!): Use your brand fonts, colors and logoĮvery document you share is an opportunity to showcase your brand.Įven with something like an expense report, it’s worth adding your logo, colors and fonts. Don’t worry, they’re simple and easy to apply. But there are a few more design principles that can help you create a stunning report. Understanding the common layout of an expense report is a good start. Return to Table of Contents Tips for designing your personal or monthly expense report template Input your essential data, add your company logo and colors, and voilà! You’ll have a professional, thoughtfully designed document to share with potential investors and company stakeholders. If your company leans in a fun, creative visual direction, you can easily modify the subtle color palette to create a brighter, more vibrant report. Here’s an example of what a visual expense report looks like: Businesses can use expense reports to track spending, approve reimbursements or record transactions. Tips for designing your personal or monthly expense report templateĪn expense report is a document that itemizes expenses from an individual or a company.
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