Journey managers and people accountable for organizing enterprise journeys will want their vacationers to submit a enterprise journey report. This printable enterprise journey report template offers journey managers an summary of bills and budgets to assist enhance future enterprise journey.
The enterprise journey report is essential for the corporate. It’s an vital administration device to facilitate budgeting, reporting, and auditing of prices. Put merely, it ensures the corporate has a complete view of the journey, which in flip helps in direction of correct reporting and total enchancment.
Earlier than we get to our enterprise journey report template, let’s check out what data it is best to embody and why.
Enterprise journey overview
Right here you’ll give an govt abstract of the enterprise journey together with:
- The aim of the journey
- Journey vacation spot
- Period of the journey
- Collaborating staff
Plus another data wanted to summarize the journey.
The journey itinerary collects data on the locations visited, flight tickets used, motels booked, and automobile rental data to allow environment friendly expense reporting.
In case you’re on the lookout for a enterprise journey itinerary template, you’ll be able to verify our fully-customizable template for enterprise journey itinerary–better of all it’s free to obtain and able to use.
Conferences, occasions, and actions
Now that you just’ve established all of the vital details about the journey, transport, and lodging, you’ll must specify the totally different actions, conferences, and occasions that befell.
On this part you’ll current the bills—together with quantities and cost strategies used—to allow the finance workforce to precisely report expenditures and course of any mandatory reimbursements.
Attachments and paperwork
This a part of the report will be divided into two vital classes:
- Invoices and receipts: all of the proof of every one of many bills made
- Different related paperwork: contracts, certificates, and declarations that have been produced through the enterprise journey
On this final part you’ll be able to point out vital issues that occurred through the journey, suggestions about points encountered, and whether or not there are any vital follow-up actions for the actions taken through the journey.
Get your small business journey report template
Compiling a enterprise journey report is less complicated with a premade template—simply plug your journey data into the related part. Whereas utilizing journey report templates is useful—it’s not the finest technique to get the job carried out.
Filling out countless reviews may very well be a factor of the previous with a journey administration platform like TravelPerk. The platform allows you to guide and handle your journey, and mechanically creates a enterprise journey report following any journey.
You possibly can join it along with your expense administration answer to incorporate expenditure particulars, and mechanically compile journey reviews that make life simpler for everybody concerned—journey managers, touring staff, and your finance workforce. Strive TravelPerk immediately to expertise less complicated enterprise journey administration and reporting. In the event you’re not fairly able to make the leap—check out our ready-to-go enterprise journey template under or head over to our customizable model to get began in a flash.