Expense Forms

What is the purpose of an expense form?

An expense form is used to record expenses in the project for each task undertaken. Any person within the project team may complete an expense form, it should be done ideally before the expense has occurred. This ensures that the project manager has the ability to approve the expense before it is recorded on the bottom line of the general ledger. An expense form includes fields which allow a team member to enter the task and activity that the expense relates to, the type of expense, description and amount incurred.

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