Expense Tracking – Downloads

Document Locking Instructions for Forms

doc Booking Request Form Instructions
doc Booking Request Form
doc Expense Report Instructions
xls Expense Report Simple
xls Expense Report Weekly
doc Mileage Log and Reimbursement Instructions
xls Mileage log with reimbursement
pdf Tips to Reduce Travel Expenses



zip Expense Tracking Downloads


Note, most forms included in this kit are meant to be “locked” which means they are designed to be completed electronically, not hand written. When the document is locked, if opened, the Tab key will take you to each gray box that needs to be completed. The boxes will expand as necessary.

After the forms are edited to fit your company (logo ect.) just follow the following instructions to lock. Once locked, you can tab easily from one field to another. To edit any form, just simply:

  • Go to “Review” Tab on the top toolbar
  • Hit the “Restrict Editing” Icon
  • Click the box under #2 – Editing Restrictions
  • In the drop box select “Filling in Forms”
  • Under #3, click “Yes start enforcing Protection”

It is a good idea to always have the protection on so the document keeps its integrity