A typical expense reimbursement policy includes submitting an expense report form along with supporting receipts for review. Expense Reimbursement Policy: Clearly explain the process for submitting expenses for reimbursement, outlining how and when refunds will be made.
This could be immediate managers, department heads, or your finance team.
Approval Process: Specify who has the authority to approve expenses.For example, a per diem limit for meals during business trips or a maximum limit for office supplies is pretty common. Spending Limits: If there are any spending caps on certain categories, make sure that you explicitly state this.
Unfortunately, fraudulent claims can make up a substantial portion of asset misappropriation. Whether it’s client lunches or business travel, having a reason for each expense is vital. Plus, your employees should always document the “business purpose” of their expenses. Acceptable Expenses: Clearly define what is considered a valid business expense, highlighting the difference between a business and personal expense.You have the ability to DRAG a field from Fields in QuickBooks table above and DROP on the column you want to map it to. Please note that majority of fixed values have the internal QuickBooks format and they are different from QuickBooks user interface values. For your convenience, we provide data types and values in case QuickBooks object field has fixed values such as “tax type”, “type”, “status”, etc. If any mandatory fields during the upload process are missed, you would be notified with the error message. There are no restrictions on how your input DataSet headers are named. Column mapping contains the headers of your DataSet.Īs our unique feature we also support custom field mappings. G-Accon provides field data types and discrete values. They moved away from Quickbooks Desktop to Quickbooks Online, and downloaded a free Excel template designed for financial reporting. The goal is to map DataSet headers to the QuickBooks object fields. Bright Ledger Accounting decided to utilize pre-made Excel QuickBooks templates to streamline their process. QuickBooks object fields CANNOT be changed. Fields in QuickBooks table display the list of available QuickBooks fields that can be entered or updated. Option 2, Map table column headers and object fields, allow to you to map fields from your template to QuickBooks fields. You can select all or some attributes based on your preferences. This gives you the structure that can be easily mapped and post into QuickBooks account. The easiest way to map your data to QuickBooks object fields is to go to Add-ons -> G-Accon for QuickBooks -> Design Accounting Reports, select Expenses object (table) from the drop down menu and all attributes which you would like to upload. How to design a template to upload Expenses from Google Sheets to QuickBooks? Upload functionality is built on top of QuickBooks API functionality and utilize the structures that QuickBooks API supports. In order to upload data in QuickBooks, you need to be logged in into current QuickBooks organization. Install G-Accon for QuickBooks Google Sheets add-on if you don't have it installed. Sections in this article Design Template Select object, operation, start cell and rows mode Mapping fields Schedule Automatic Upload UPLOAD in One Click Modify Template YouTube Video Import Expenses to QuickBooks from Google Sheets