Expenses - Do your fields have a good description?

Updated by Brady Stroud [SSW] 1 year ago. See history

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<introEmbed body={<> It is always a good idea to provide more details when submitting an expense claim or recording an invoice. This helps to ensure clarity and avoid any confusion in the future. E.g. The period the invoice relates to. </>} />
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❌ Figure: Bad example - No description

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✅ Figure: Good example - Added description

Make sure to include the following details as much as possible:

  • The purpose: Clearly state what was for.
  • Relevant project or client information: This helps with tracking and allocation.
  • Authorization details: If it requires approval from someone, mention who authorize it.
  • Supporting documentation: Attach any necessary documents that validate it.
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✅ Figure: Good example - A detailed description

Acknowledgements

Ulysses Maclaren
Jimmy Chen
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