Get the free Expense Report Checklist - finance fullerton
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DivisionofAdministrationandFinance
AdministrationofFinanceInformationTechnology6572783737Fax6572785599
Concur×Fullerton.edu6572787777
ExpenseReportChecklist
ThisdocumentistoexplainthefourdifferentkindsofExpenseReportsthatcanbecompleted
concur.
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How to fill out expense report checklist
How to fill out expense report checklist
01
To fill out an expense report checklist, follow these steps:
02
Start by gathering all your expense receipts and supporting documents.
03
Identify the expense categories such as meals, transportation, accommodation, etc.
04
Write down the date, description, and amount for each expense.
05
Calculate the total expenses for each category and the overall total.
06
Attach the receipts and supporting documents to the checklist.
07
Review the checklist for accuracy and completeness.
08
Submit the filled-out checklist along with the supporting documents to the appropriate department or person.
Who needs expense report checklist?
01
Anyone who incurs business-related expenses and needs to keep track of them can benefit from using an expense report checklist.
02
This checklist is particularly useful for employees, freelancers, contractors, and business owners who need to reimburse their expenses or claim tax deductions.
03
It is also commonly used by finance departments and accountants to ensure that all expenses are properly accounted for and comply with company policies and tax regulations.
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