This is a bonus, but I wanted to post it before I got distracted and forgot about it!
I now have three clients that have moved to using Excel worksheet expense reports. After each meeting, they e-mail the worksheet document to individuals, prepopulated with the meeting information. Individuals enter their expenses and the amounts are automatically calculated; they then e-mail the document back to the association (and mail original receipts if needed). This is a great idea for several reasons:
- It's easy for individuals to use.
- It virtually eliminates calculation errors.
- It saves trees since no paper is involved (unless you require original receipts).
As a user of the process, I can say it's quite an improvement over the old paper forms.