Capital expenditure request

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Finance and accounting templates

• Organisation

  For example: Northfield Bakery Ltd

• What you want to buy

  For example: Second deck oven for the production hall

• Requested by

  For example: Maria Costa, Operations Manager

• Department

  For example: Production

• Request date

  For example: 5 March 2030

• Why it is needed

  For example: The current oven runs 20 hours a day and is the limit on output. A second oven lets us meet the new hotel contract and gives cover when one breaks down.

• Options considered

  One row for each option. Always include doing nothing.

  For example: Do nothing | Cannot meet the hotel contract Buy a used oven | Cheaper, but no warranty and higher energy use Buy a new oven | Chosen, 5-year warranty and 15 percent lower energy use

• Currency

  For example: EUR

• Total cost

  For example: 46,000

• What the cost includes

  For example: Oven 38,000 Delivery and installation 5,000 Electrical work 2,200 Contingency of about 1 percent 800

• Expected benefit and payback

  Show the sum, so the reader can check it.

  For example: Extra sales of about 140,000 a year at 22 percent margin, so about 30,800 a year. Payback in roughly 18 months.

• How it will be paid for

  For example: From cash reserves

• When it is needed

  For example: Installed by 1 June 2030, in time for the hotel contract start

• Risks (optional)optional

  For example: Delivery delay. Mitigated by a late-delivery clause in the order.

• Approver

  For example: Anna Berg, Finance Director

1. 11. Why it is needed
2. 22. Options considered
3. 33. Cost
4. 44. Benefit and payback
5. 55. Funding and timing
6. 66. Risks
7. 77. Approval

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Organisation, What you want to buy, Requested by, Department, Request date. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

What counts as capital spending, and how it is depreciated or taxed, depends on local accounting and tax rules. Your accountant can confirm.

Are these finance templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do these templates include tax rules?

No. Tax and invoicing rules differ by country. Each template has fields for amounts and references, and you add the tax details your local rules require.

Can I use them with my accounting software?

Yes. They are plain documents. Download the Word version, or copy the figures into your software.

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