The expense packet your client can actually review
A receipt proves a purchase. A useful expense packet also explains which project it belongs to, who paid and how the total was calculated.
Spendan / Field notes
Expense Reporting Guides
Practical receipt, client expense packet and reviewer handoff guides for consulting and professional-services teams.
A receipt routine that survives a week in the field
The best time to preserve an expense is when it happens. A short routine gives the person preparing the report less detective work at the end of a trip.
Give your expense reviewer a clear starting point
A useful report makes questions easy to find and answer. It gives a reviewer context without forcing them to reconstruct the trip from a folder of images.
Explore the sample reportStart with one project.
14 days. 3 reports. No card required.