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Get Hospitality Expense Approval Form
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How to fill out the Hospitality Expense Approval Form online
Filling out the Hospitality Expense Approval Form online is a straightforward process that ensures proper documentation of hospitality expenses. This guide will provide you with step-by-step instructions to help you complete the form accurately.
Follow the steps to successfully complete your form.
- Click ‘Get Form’ button to obtain the form and access it in your preferred editing tool.
- Begin by entering your account number in the designated field followed by the account name and department information for identification.
- In section I, fill in your personal information including your name, phone number, email address, and mail drop location.
- Section II requires you to specify the name of the event, the dates it will take place, the time, and the estimated number of attendees.
- In section III, provide a brief description of the event along with its location to clarify its context.
- Section IV focuses on the business purpose of the event. Select the applicable option—be it hosting an official guest, a meeting of an administrative nature, a learned organization, a prospective donor, or a reception. If applicable, note the exception for other occasions requiring approval.
- Indicate in section V the types of meals or refreshments that will be provided during the event, such as breakfast, lunch, dinner, or light refreshments.
- Section VI must include all necessary documentation. Provide the estimated cost of the event, attach a quote or invoice for food and beverages, and include a list of attendees. If there are more than 12 attendees, describe the group affiliation; if 12 or under, provide individual names.
- If alcohol will be served, complete the request for use of alcohol in section VI and ensure it is submitted for approval at least ten days in advance.
- In section VII, gather signatures from the required approvers, including your chair or department head, the dean, and the VP or provost. Make sure to print their names and include the date.
- Finally, review all information for accuracy. You can then save changes, download the form for your records, print it for physical submission, or share it with the appropriate parties.
Take action now and start filling out your Hospitality Expense Approval Form online.
The process of the approval process typically includes several important steps. First, you complete the necessary documentation using the Hospitality Expense Approval Form. Following this, your manager or financial officer evaluates your submission for accuracy. Finally, upon approval, the expenses are marked for reimbursement, ensuring you receive your funds in a timely manner.
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