Expense Claim Form

Every organization needs a reliable system for submitting expense claim forms online. Ensuring that each expense claim includes the required information reduces errors and speeds processing time. With PerfectForms’ expense form template, it is easy to create online expense claims that ensure compliance. You don’t have to be a web developer to design and implement expense claim forms when you use form software like PerfectForms. You simply drag and drop to design the user interface, define the workflow, integrate with other systems and build reports. No coding required.

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Factors to Consider When Designing Online Expense Claim Forms

If you want to create intelligent expense claim forms, take a moment and reflect on your accounting and management goals. Ideally, you’d probably like to make it easier for employees to get reimbursed for their out-of-pocket expenses. You’d probably also like to keep accurate records for fiscal year accounting and future budgets. With a fully functional system, you may be able to identify areas where you’re spending more than you’d like to for company travel or entertaining clients.

With PerfectForms, you can design expense claim forms that:

  • Populate employee information from external databases
  • Enforce required data is entered
  • Ensure the appropriate stakeholders are notified
  • Enforce approval workflows
  • Escalate any issues with response time automatically
  • Integrate with other systems

You can build intelligent features into your expense claim forms, so your staff can automatically calculate overages and total the amounts due. If you set limits on things like company meals, you can provide multi- text boxes in which users can justify additional spending and request approval. You may also want to include the ability to attach files, such as purchase orders or electronic receipts and other documentation. Including electronic signatures or encrypting key personal information are also optional requirements that could be included on your expense claim form.

If you need to summarize and analyze expense claim data, you can create reports and dashboards that will enable monitoring across the organization. Data can be summarized in bar charts, line graphs, pie charts, data tables, cross tabulations or gauges. It is easy to add capabilities to the form to drill down to the exact form instance submitted or filter data by date, department or type of expense to investigate details right from the report. Monitoring expenses and ensuring full visibility across the organization is possible with PerfectForms expense claim solutions.

Sign up for a trial or reach out to learn more about optimizing your expense reporting process.

 

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