Expense Report Form
Bill to Client?
*
Yes
No
Paid by Firm Credit Card?
*
Yes
No
Check from CFO Required?
Yes
No
For Approval?
*
Yes
No
Client Full Name
First Name
Last Name
E-mail
*
Client Matter ID
Vendor
*
or Make Check Payable to
Address
Address Line 2
City
State
Zip
Phone
Employee Completing Form
*
First Name
Last Name
Date Check Required
Expenses List
Purchase Date
Product/Service Description
Cost
Last 4 Digits of Card Used
1
2
3
4
5
Total Expenses
Upload Receipt/Invoice
Upload Receipt/invoice
Upload Receipt/Invoice
Upload Receipt/Invoice
Upload Receipt/Invoice
Office Incurring Expense
*
CO-CS
CO-DN
CO-FC
CA-OAK
CA-PAL
CA-SJS
TX-AU
TX-SAN
TX-DAL
Other
Special Instructions
Certification
*
I certify that all information entered above is valid and true.
*Finance Use Only*
Expense Posted
Client Billed or Not Applicable to Bill to Client
Executive Use Only
Approved
Approved In Part
Denied
Executive Use Only
Submit
*Finance Use Only*
Expense Posted
Client Billed
Should be Empty: