![]() You may have to itemize each item by hand on a form or type up/fill out an expense report on the computer.įortunately, the process will be that much quicker, now that you’ve carefully organized your receipts. Now, all that’s left to do is for you to fill out your expense report. Make sure to label every single sheet of paper thereafter.įinally, assemble all the sheets of paper together with a binder or paper clip. Label the sheet of paper “1” and continue the process. Once you’ve covered the sheet of paper, use the tape to affix each of the receipts to the paper. ![]() Assemble these receipts on a sheet of paper, as if you were reading a book, left to right, and then down vertically. Next, pick up the stack of receipts from the first day of your trip. When you’re finished with that pile, continue on to the next until finished with all days of your business trip. ![]() Go ahead and sort that pile into chronologic order. ![]() Ideally, this should be the first stack of receipts and the first day of your trip. Pick up the furthest most pile of receipts on your left. Once you’ve assembled receipts by date, you can then… When you’re finished, you should have a stack of receipts for each day of your trip. Continue with each receipt, creating a little receipt timeline of your trip. Pick up one receipt and place it in front of you on the table. Otherwise, go ahead and place the stack of receipts on your left hand side. What if you need to sort receipts by general categories, such as lodging, travel, meals, entertainment, supplies, internet, etc.? You can go ahead and do so at this point in time as needed. It’s clear you’ll need a separate receipt for each of these items. You can then check if have a corresponding receipt for that task or meeting.įor example, let’s say on the first day of your business trip you took a taxi to the airport, a plane flight, and a taxi to your hotel. It’s also a helpful way to jog your memory from your recent business trip.Ĭarefully review your trip itinerary. This is by far the easiest way to sort receipts. Start the expense report process with an easy task: sort your receipts by date. It’s also a good idea to have your business trip itinerary, schedule, or calendar handy. Gather several blank sheets of paper (8 1/2” x 11” size), a pen, clear tape, a stapler, a pair of scissors (in case you need to do some trimming), and a large binder or paper clip. You’ll use these items to compile your business receipts in one place. While you’re at it, you’ll also want to round up some helpful office supplies. Next, you’ll want to collect any and all receipts that need to be processed. If you don’t have sufficient time to clear things off, then you can make use of a clear or empty desk or table in an unoccupied office or conference room. Take a moment to tidy up your desk or workstation. You don’t want to spend your valuable time wrestling your keyboard, file folders, office supplies, and anything else you may have on your desk. In this post, you’ll find several tips to help you organize all those business trip expense receipts with ease.Ī clean workspace makes it easier to do your work. You need to submit an expense report, but unfortunately that means you have to deal with all those receipts. You’ve just come back from a business trip. Do you need to organize your business trip receipts for an expense report?Īre you looking for some quick tips to help you assemble and process receipts in a timely manner?
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