Client Entertainment Expense Report
I. General Information
Date event occurred:
Date of report submission:
Employee full name:
Department:
Purpose of Entertainment:
II. Attendees
Client's full name:
Company of client:
Names of Client Attendees: (List all client attendees' names and titles, if applicable)
Full Name | Title/Company | ||
|---|---|---|---|
A | B | ||
1 | |||
2 | |||
3 | |||
4 | |||
5 | |||
6 | |||
7 | |||
8 | |||
9 | |||
10 |
Number of client attendees:
Names of Employee Attendees: (List all employee attendees' names and titles, if applicable)
Full Name | Title/Company | ||
|---|---|---|---|
A | B | ||
1 | |||
2 | |||
3 | |||
4 | |||
5 | |||
6 | |||
7 | |||
8 | |||
9 | |||
10 |
Number of employee attendees:
III. Expense Details
Type of Entertainment:
Location:
Expenses:
Description of Expense | Amount | ||
|---|---|---|---|
A | B | ||
1 | Meal | ||
2 | Drinks | ||
3 | Tickets | ||
4 | Transportation | ||
5 | Gifts | ||
6 | |||
7 | |||
8 | |||
9 | |||
10 | |||
11 | Total Amount Spent: | $0.00 |
Currency Type:
IV. Business Purpose and Justification
Detailed Explanation of Business Benefit: (Explain how the entertainment contributed to business goals)
Was Business Discussed?
Briefly Describe the Business Discussed: (Provide a concise summary of the business topics covered)
Did the Entertainment Involve a Contract Negotiation?
Status of Negotiation:
V. Receipts and Documentation
Receipts Attached?
Why?
Attached Receipts:
Description | Date | Amount | Attachment | ||
|---|---|---|---|---|---|
A | B | C | D | ||
1 | |||||
2 | |||||
3 | |||||
4 | |||||
5 | |||||
6 | |||||
7 | |||||
8 | |||||
9 | |||||
10 |
Are all receipts itemized?
Why?
Form Template Instructions
Form Template Instructions
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Strengths:
- Comprehensive Information Gathering: The form collects essential details, including:
- Context: Date, employee, department, purpose.
- Attendees: Client and employee details, including names, titles, and counts. This is crucial for demonstrating a legitimate business purpose.
- Expenses: Detailed breakdown of expenses, total amount, and currency. Itemization is essential for accountability.
- Business Justification: A dedicated section for explaining the business benefit is excellent. It forces the employee to articulate the value of the entertainment. The questions about business discussion and contract negotiation further strengthen this.
- Receipts and Documentation: Addressing receipts and itemization is vital for compliance and audit purposes.
Clear Structure: The form is organized into logical sections, making it easy to follow and complete.
Potential Area for Improvement:
- Policy Reference: Adding a reference to the company's client entertainment policy on the form itself would be helpful. This reminds employees of the rules and guidelines.
To configure an element, select it on the form.