Expense Reports

Expense reports can be time consuming

Try using a simple reporting web app the next time you need to summarize work related expense claims with our free web-based tool, designed to simplify your expense management process.

What Should Every Expense Report Include?



Valid Receipts and Invoices

Reporting requirements are generally consistent across most tax authorities. In Canada, the Canada Revenue Agency provides guidelines describing the necessary documentation for business expenses. A good rule of thumb is that qualifying business expenses must include all the details needed to secure a refund or warranty service for a purchase, which includes the vendor’s name and address, the purchaser’s name and address, a complete description of the goods or services acquired, and the vendor’s business number if they are charging GST or HST in Canada.



Complete Reports

Including valid proof of purchase with your expense reimbursement reports is the key to getting your expenses reimbursed without delay. Providing organized and well-documented expense reports to your accounting team and managers ensures they have the information they need to approve your reimbursement requests without delay. Along with your receipts, be sure to explain the purpose of each expense. Include copies of any preapproved expenses, If you received approval in advance.

You’re almost done – compile a summary of your expenses with accompanying receipts for review and approval.

How to Get Started

How to Use this Expense Tool

1

Scroll Down

This reporting tool was set up to help make the process of putting together organized expense reports easier.

2

Track Your Expenses

Log your expenses and generate your report. We do not record or retain copies of any of the information you have provided.