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 essential administration software 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 general enchancment.
Earlier than we get to our enterprise journey report template, let’s check out what data you must embrace and why.
Enterprise journey overview
Right here you’ll give an government abstract of the enterprise journey together with:
- The aim of the journey
- Journey vacation spot
- Length of the journey
- Taking part staff
Plus another data wanted to summarize the journey.
The journey itinerary collects data on the locations visited, flight tickets used, accommodations booked, and automobile rental data to allow environment friendly expense reporting.
In case you’re searching 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 essential details about the journey, transport, and lodging, you’ll have to specify the completely different actions, conferences, and occasions that passed off.
On this part you’ll current the bills—together with quantities and fee strategies used—to allow the finance workforce to precisely report expenditures and course of any obligatory reimbursements.
Attachments and paperwork
This a part of the report will be divided into two essential 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 possibly can point out essential issues that occurred through the journey, suggestions about points encountered, and whether or not there are any essential follow-up actions for the actions taken through the journey.
Get what you are promoting 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 approach to get the job achieved.
Filling out infinite stories may very well 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 may join it together with your expense administration resolution to incorporate expenditure particulars, and mechanically compile journey stories that make life simpler for everybody concerned—journey managers, touring staff, and your finance workforce. Strive TravelPerk as we speak to expertise easier enterprise journey administration and reporting. In case you’re not fairly able to make the leap—check out our ready-to-go enterprise journey template beneath or head over to our customizable model to get began in a flash.