PGI Friday: Using Online Communities for Research
PGI Friday: Online File Sharing

Bonus PGI: Electronic Expense Reports

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.


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