Navigate the expense reporting process with accuracy and efficiency.

✅ Expense Reporting Checklist

• [ ] Start timer (if you have one)
• [ ] Create / review shared folder with receipts
• [ ] Mark on calendar: Client owes you all receipts
• [ ] Mark on calendar: Client approval
• [ ] Mark on calendar: Expense report due
• [ ] Enter receipt details on expense reporting platform
• [ ] Submit reports
• [ ] Fix errors (if any) and resubmit
• [ ] Stop timer

📌 Important Notes

Receipt organization - Maintain a shared folder system for easy access and tracking.

Calendar milestones - Use calendar reminders for all three key dates: receipt collection, approval, and submission.

Accuracy matters - Double-check all entries before submitting to avoid delays and resubmission.

Platform familiarity - Learn the specific requirements and categories of your expense reporting system.