Expenses - Do your fields have a good description?

Last updated by Jimmy Chen [SSW] 7 months ago.See history

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.

memo field bad
Figure: Bad example - No description

memo field good
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.

Figure: Good example - A detailed description

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