Best Practice for Expense Report Required Fields

[WendyatONeal]

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.

[JessicaL]

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,

[WendyatONeal]

Thank you for your help!