Spendan / Field notes

Field Report Checklist

An eight-point, printable expense-report review checklist for project travel and field teams.

Name the workConfirm client, project, trip dates, cities, submitter and business purpose.Match the evidenceCheck the date, merchant, amount and currency against a readable receipt.Separate who paidKeep company-paid charges, refunds and mixed reimbursements out of this out-of-pocket report.Check categoriesUse consistent categories and a clear description for Other.Resolve duplicatesCompare dates, merchants and totals before including repeated receipts.Review mileageConfirm journey, distance, company-approved rate and reimbursement calculation.Review currencyKeep the original amount, currency, reimbursement currency and exchange rate/source.Open the exportsReconcile totals and inspect the report and receipt package before sending.

This checklist does not upload or save your selections. Your employer or client determines what it accepts.

Start with one project.

14 days. 3 reports. No card required.

Start free trial See a sample report