Business Expense Tracking Checklist ( FINANCE )

This checklist is designed to guide employees through the process of tracking business expenses accurately, ensuring compliance and efficient record-keeping for financial monitoring and reporting.

• Gather Expense Receipts

  Collect all receipts for business-related expenses incurred during the reporting period.

• Record Expenses in Spreadsheet

  Log all expenses in the designated expense tracking spreadsheet, including dates, amounts, and descriptions.

• Categorize Expenses

  Assign each expense to the appropriate category (e.g., travel, supplies, meals) for easier analysis.

• Verify Expense Amounts

  Double-check that the recorded amounts match the receipts to ensure accuracy.

• Review for Compliance

  Ensure all expenses comply with company policies and guidelines for reimbursement and reporting.

• Submit for Approval

  Send the completed expense report to the appropriate manager or finance department for approval.

• File Supporting Documents

  Organize and file all supporting documents, including receipts and the approved expense report, for future reference.