The following instructions apply to both forms. Please fill in:
Your name
The date the form was filled out
For each expense, put the date, the account, a description and the amount. Use the pull-down menu to select the correct account.
This is a fully-functional spreadsheet. If you need to add up numbers in the amount column, the spreadsheet will do this for you. Enter an "=" before the numbers and a "+" sign between them (for example: =4.99+47.92+4+16). When you finish entering numbers in the cell, press [Enter] and wait a few seconds. The sheet will display the total.
When you have completed your expense entries, click the print icon on the upper left, or use the [ctrl]P shortcut to print.
Make sure the print settings look like this:
When you click the print button, the spreadsheet will create a pdf of your expense report. If it is correct, print it. If the report is not as you wish it, go back to the spreadsheet and make any changes needed. You may save the pdf on your computer, under an appropriate file name if you wish.
When you are satified with the report and have printed 2 copies (one for yourself), go back to the spreadsheet and remove your name and expenses, to leave it ready for the next person.
Create a documentation sheet by taping ORIGINAL COPIES of your receipts to a separate sheet of paper. Number the receipts to correspond with the expense report. Click here to see an example of a completed report.
Place your form with attachments, in the "Expense Report" box in the office.
THANK YOU FOR BEING AN ACTIVE PART OF THE TBE COMMUNITY.
