Get the free TRAVEL REQUEST/EXPENSE REPORT

NO. CITY OF HARLINGEN TRAVEL REQUEST/EXPENSE REPORT Date: Dept: Account #: Part I Travel Request Requesting Official: Title: Department: Authorization Requested For (If other than requesting official)

How to fill out travel requestexpense report

How to fill out a travel request/expense report:

1. Start by filling in your personal information, including your name, position, and department. This is important for identifying the requester.
2. Provide the dates and duration of your intended travel. Include both the departure and arrival dates, as well as any specific time constraints or deadlines.
3. Specify the purpose of your travel. Is it for a client meeting, a conference, or a site visit? This information helps justify the need for the expenses.
4. Break down the estimated expenses for each category. Typically, these can include transportation (flights, rental cars, taxis), accommodation, meals, and any other necessary costs (such as parking fees or toll charges).
5. Include any required information regarding the availability of funds or budgets for your department. This ensures that the expenses can be appropriately allocated and approved.
6. If there are any additional notes or justifications for specific expenses, provide them in the designated section. This can be useful when explaining why certain costs are necessary and reasonable.
7. If needed, attach any supporting documents, such as receipts or invoices, to validate the expenses listed in the report.
8. Review the completed report for accuracy and completeness. Make sure all necessary information is included and that there are no errors or omissions.
9. Submit the travel request/expense report to the appropriate person or department for approval. This could be your manager, supervisor, or the finance department.
10. Keep a copy of the submitted report for your records.

Who needs a travel request/expense report?

1. Employees who are required to travel for business purposes.
2. Managers or supervisors who need to review and approve the travel expenses.
3. The finance department or accounting team responsible for processing and reimbursing the expenses.
4. Auditors or compliance officers who may need to verify the expenses and ensure compliance with company policies or regulations.

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What is travel request/expense report?

Travel request/expense report is a document used to request approval for business travel and to report expenses incurred during the travel.

Who is required to file travel request/expense report?

Employees who are authorized to travel for business purposes are required to file a travel request/expense report.

How to fill out travel request/expense report?

Employees can fill out a travel request/expense report by providing details of their travel itinerary, estimated expenses, and attaching relevant receipts.

What is the purpose of travel request/expense report?

The purpose of a travel request/expense report is to seek approval for business travel, monitor expenses incurred during the travel, and ensure compliance with company policies.

What information must be reported on travel request/expense report?

Information such as travel dates, destinations, purpose of travel, estimated expenses, actual expenses, and relevant receipts must be reported on a travel request/expense report.