WendyatONeal
Occasional Member - Level 1

Best Practice for Expense Report Required Fields

We are looking for help with Best Practices for fields that are required on Expense Reports.  Specifically expense types hotel, Business Meals, Meals and Airfare.

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2 Replies
JessicaL
Routine Member - Level 2

Re: Best Practice for Expense Report Required Fields

Hi @WendyatONeal,

I would say it depends on country/VAT information you need to be able to report on, however I have shared some of our forms and required fields below:

Hotels: Transaction Date, Payment Type, Amount, Vendor, & City - then, we require itemization/allocation with fields: Check-In Date, Check-Out Date, Number of Nights (calculated), Room Rate

Business Meeting Meals: Transaction Date, Payment Type, Amount, Vendor, City and attendees

Meals: Transaction Date, Payment Type, Amount, Vendor, City 

Airfare: Transaction Date, Payment Type, Amount, Vendor, City

Some of our expenses also have a required comment field.

Best,

Jessica Lynch
Associate Accountant & Travel Manager
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WendyatONeal
Occasional Member - Level 1

Re: Best Practice for Expense Report Required Fields

Thank you for your help! 

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