Get the free Expense Appropriateness Checklist - University of Colorado Denver

Exhibit B1 University of Colorado Denver A21 Checklist for Direct Charging of Administrative Costs to Federal Projects Proposal Routing No., or People Soft Project No. if already awarded: Sponsors

How to fill out expense appropriateness checklist

How to fill out expense appropriateness checklist:

1. Gather all relevant receipts and documentation for the expenses you are reporting. This includes invoices, receipts, and any other supporting documents.
2. Review the checklist to ensure you understand the criteria and requirements for each expense item. Familiarize yourself with the specific guidelines and rules provided in the checklist.
3. Start by filling out the basic information at the top of the checklist. This may include your name, department, project code, and any other required details.
4. Go through each expense item listed on the checklist and compare it to the supporting documents you have gathered. Make sure that the expenses are legitimate and comply with the company's policies and guidelines.
5. For each expense item, indicate whether it meets the appropriateness criteria as laid out in the checklist. If it does not meet the criteria, provide a brief explanation or justification for the expense.
6. Calculate the total amount spent for each expense category and record it in the appropriate field on the checklist. Ensure that the calculations are accurate and include any applicable taxes or fees.
7. Double-check your entries and review the checklist one more time to ensure you haven't missed anything. Make any necessary corrections or additions.
8. Sign and date the checklist to certify that the information provided is accurate and complete. This may be required to demonstrate your acknowledgement and accountability for the expenses being reported.

Who needs an expense appropriateness checklist:

1. Employees: Any employee who has to incur expenses as part of their job duties can benefit from using an expense appropriateness checklist. It helps ensure that they adhere to company policies and guidelines, and accurately report their expenses.
2. Managers/Supervisors: Managers or supervisors may also utilize the expense appropriateness checklist to review and approve the expenses submitted by their team members. This helps maintain control over expenditure and ensures that all expenses are justified and appropriate.
3. Finance Department: The finance department of an organization may require employees to fill out an expense appropriateness checklist before processing reimbursement requests. It helps them verify the accuracy and appropriateness of each expense before approving the reimbursement.
4. Auditors: Auditors who are responsible for reviewing financial records may refer to the expense appropriateness checklist to ensure compliance with regulations and policies. It serves as a useful tool for auditing expenses and identifying any irregularities or potential issues.

In summary, the expense appropriateness checklist is a valuable tool for employees, managers, finance departments, and auditors to ensure adherence to policies and guidelines, accurately report expenses, and maintain control over expenditure.

For pdfFiller’s FAQs

What is expense appropriateness checklist?

The expense appropriateness checklist is a document used to ensure that expenses incurred by a company are reasonable, necessary, and in compliance with company policies and regulations.

Who is required to file expense appropriateness checklist?

Employees who have incurred expenses on behalf of the company are required to file expense appropriateness checklist.

How to fill out expense appropriateness checklist?

The expense appropriateness checklist can be filled out by providing details of the expenses incurred, including the date, amount, purpose, and any supporting documentation.

What is the purpose of expense appropriateness checklist?

The purpose of the expense appropriateness checklist is to ensure transparency and accountability in the company's financial transactions.

What information must be reported on expense appropriateness checklist?

On the expense appropriateness checklist, information such as the date of expense, amount, purpose, and supporting documentation must be reported.

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