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Financials Supply Chain FMS807Entering an Employee Expense Report What rules govern expense reports? Upon completion of this guide you will be able to Enter an Expense Report: For travel or nontravel
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How to fill out create an expense report

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Step 1: Gather all necessary receipts and supporting documentation for your expenses.
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Step 2: Determine the expense categories and subcategories that apply to each expense.
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Step 3: Open the expense report template or software program provided by your company.
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Step 4: Fill in your personal information, such as your name, employee ID, and department.
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Step 5: Enter the date and purpose of each expense.
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Step 6: Assign the appropriate expense category and subcategory to each expense.
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Step 7: Enter the amount spent for each expense.
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Step 8: Add any additional notes or explanations for specific expenses if required.
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Step 9: Calculate the total amount spent and make sure it matches the sum of individual expenses.
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Step 10: Submit the completed expense report to your supervisor or the designated approver.

Who needs create an expense report?

01
Employees who have incurred business-related expenses and are eligible for reimbursement.
02
Companies and organizations that require their employees to report and document their expenses.
03
Accounting departments or finance teams responsible for managing and processing expense reports.
04
Supervisors or managers who need to review and approve expense reports for reimbursement.
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An expense report is a document used to itemize and record business expenses incurred by employees while performing their duties.
Employees who incur expenses related to business activities are typically required to file an expense report to seek reimbursement.
To fill out an expense report, gather all relevant receipts, provide details on each expense such as date, purpose, amount, and attach receipts as needed.
The purpose of an expense report is to ensure accountability, track expenditures, and facilitate reimbursements for employees.
An expense report must include information such as date of expense, amount spent, purpose of the expense, and any supporting documentation like receipts.
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