Journey managers and people in control of organizing enterprise journeys will want their vacationers to submit a enterprise journey report. This printable enterprise journey report template provides journey managers an outline of bills and budgets to assist enhance future enterprise journey.
The enterprise journey report is essential for the corporate. It’s an necessary administration instrument 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 the direction of correct reporting and total enchancment.
Earlier than we get to our enterprise journey report template, let’s check out what data you need 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 workers
Plus another data wanted to summarize the journey.
The journey itinerary collects data on the locations visited, flight tickets used, resorts booked, and automotive rental data to allow environment friendly expense reporting.
In case you’re on the lookout for a enterprise journey itinerary template, you possibly can 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 necessary details about the journey, transport, and lodging, you’ll must specify the completely different actions, conferences, and occasions that happened.
On this part you’ll current the bills—together with quantities and fee strategies used—to allow the finance group to precisely report expenditures and course of any vital reimbursements.
Attachments and paperwork
This a part of the report might be divided into two necessary 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 in the course of the enterprise journey
On this final part you possibly can point out necessary issues that occurred in the course of the journey, suggestions about points encountered, and whether or not there are any necessary follow-up actions for the actions taken in the course of the journey.
Get what you are promoting journey report template
Compiling a enterprise journey report is simpler 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 method to get the job achieved.
Filling out infinite experiences might be a factor of the previous with a journey administration platform like TravelPerk. The platform lets you e-book and handle your journey, and mechanically creates a enterprise journey report following any journey.
You possibly can join it along with your expense administration resolution to incorporate expenditure particulars, and mechanically compile journey experiences that make life simpler for everybody concerned—journey managers, touring workers, and your finance group. Strive TravelPerk right now to expertise less complicated enterprise journey administration and reporting. Should 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.