Expense Claim Forms

If you travel for a living or your employees do, you need a reliable system for submitting expense claim forms online. You can create handy online claim forms with drop-down menus for selecting airfare, mileage, hotels, meals, parking and entertainment expenses. You don't have to be a web designer to create these interactive documents, especially when you use basic software like FormArtist from PerfectForms.

You can pick up design tricks from the moment you sit down to design your first claim form. This software has plenty of room for growth. You may not start out knowing how to insert a photo, attach a document or upload your address book, but you'll learn all that and more in the first few hours. You'll learn how to make multi-page documents and surveys, and you'll be able to export the data to a secure database for analysis and storage.

Factors to Consider When Designing Online Expense Claim Forms

If you want to create intelligent expense 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.

You can build intelligent features into your claim worksheets, 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 additional space for attaching files, such as purchase orders or electronic receipts and other documentation.