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Process of expense report

Gathering Documentation

Collect all original receipts for expenses incurred

Ensure all receipts are legible and include necessary details such as date, amount, and vendor

Organize receipts by category (e.g. meals, transportation, lodging)

Completing the Expense Report Form

Fill out the header section with personal information and purpose of the expenses

Itemize each expense on the report form, including date, description, amount, and category

Double-check calculations to ensure accuracy and compliance with company policies

Submitting the Expense Report

Attach all receipts to the expense report form

Obtain any necessary approvals from supervisors or department heads

Submit the completed expense report to the designated department or individual for processing

Following up on Reimbursement

Keep a copy of the submitted expense report for your records

Monitor the progress of the reimbursement process and follow up as needed

Verify that the reimbursement amount matches the expenses listed on the report

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