Nowadays, traveling is pretty expensive. The price of train, plane, and lodging is hiking up day by day. In a business, you might be asked to do several business trip. If you let the price of all the travel burden you, that means you are doing it wrong. What you need to do is to know all about the travel claim form and the tips.
How To Plan a Business Trip
If you don’t want to run out of money on your business trip, we suggest you plan it first. Here are our tips on that topic:
- Know the business trip plan
First, you need to know where you’re going, for how long, and what you are going to do there. By having this layout, you have an idea on what kind of expenses you will have. For example, you have an idea on how you can get to the destination and which lodging you need to book.
- Know the company’s budget
Then, consult your company and ask whether they have a set budget for you. If you can, ask them to specify the allocation of money. How much money is allocated for transportation, food, or lodging? This is another brick to your budget castle.
- Don’t book extravagant travel methods
Never book travel methods that are way out of the company’s budget. Plus, don’t book something that is not necessary. If you don’t need to be in the first class transportation or a five star hotel, then better not book it.
- Separate personal and business expense
When you do this business trip, remember to separate personal and business expense. Sure, splurging the company’s money is splendid. But, it might make you run out of allowance. Plus, it might make the company respect you less for not being professional.
Corporate Travel Claim Form
Foreign Travel Claim Form
National Travel Assistance Claim Form
Sample Overseas Travel Claim Form
Sample Travel Expense Reimbursement Claim
Travel Guard Claim Form
What’s In a Travel Claim Form
There are a few aspects that comes with a travel claim form. Those aspects are:
- Identity of applicant
First, the applicant will have to specify their name, company ID number, and even job title. They might also have to specify their address and contact number.
- Travel details
Write down when and where you had your travel. The purpose of the business travel should also be written down concisely.
- Expense detail
Then, you need to write down all the expense you had. This is divided into several sections; transportation, lodging, and fuel. This section is different from one form to another.
Finally, there is usually a place for the person in charge to authorize your reimbursement. It could be in the form of signature or stamp.
How To Get Your Money Back
Money reimbursement is not that easy. The first tip we have to ensure you have your money back is to keep the receipt. Whenever you dine, check in, or get on a transportation, ask for a receipt. It shows your accountability. This receipt should then be organized and submitted alongside the travel claim form.
Then, what you could do is to check on the progress of the submission. If you don’t ask when you can have your money back, the process might not be regarded and it will be stalled. If you check regularly with the secretary or directly to your boss, they will sense your urgency. Hence, there is more chance that they will make your reimbursement process faster.
You don’t have to stress about the expense of your travel. Not when you already have the travel claim form. Added with our tips on planning and money reimbursement, you will be set to go!