- Prep item
- Trip request and approval
- Category
- Approval
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
Travel & outings · Business trip report
Business trip prep and report
For handling pre-trip prep and reporting expenses and results in one document afterward
Only you can see the new document. Checks and statuses start empty, and share links, polls and surveys open when you publish them yourself.
Business trip prep and report
- Trip start date
- Not set
- Trip end date
- Not set
- Destination
- Not set
- Purpose
- Not set
- Traveler
- Not set
Enter the trip dates and destination in the document details, then assign owners for the prep items.
Trip prep
List everything to finish before departure, from approval to packing, with an owner and due date.
| Prep item | CategoryLabels | AssigneeAssignee | Due dateDate | DoneCheckbox |
|---|---|---|---|---|
| Trip request and approval | Approval | Empty | Empty | Unchecked |
| Transport and lodging bookings | Booking | Empty | Empty | Unchecked |
| Meeting materials and business cards | Materials | Empty | Empty | Unchecked |
| Check corporate card limit | Approval | Empty | Empty | Unchecked |
| Laptop and charger | Luggage | Empty | Empty | Unchecked |
- Prep item
- Transport and lodging bookings
- Category
- Booking
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Prep item
- Meeting materials and business cards
- Category
- Materials
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Prep item
- Check corporate card limit
- Category
- Approval
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- Prep item
- Laptop and charger
- Category
- Luggage
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
Trip schedule
List travel and meetings in time order, and update the status as each one finishes.
Trip schedule
| Event | Date & time | Place | Category | Progress | Companions | Notes |
|---|---|---|---|---|---|---|
| Client meeting | Not set | Not set | Meeting | Not set | Not set | Prepare materials |
| Outbound travel | Not set | Not set | Getting around | Not set | Not set | Not set |
| Return travel | Not set | Not set | Getting around | Not set | Not set | Not set |
| Evening meal | Not set | Not set | Meals | Not set | Not set | Not set |
- Date & time
- Not set
- Place
- Not set
- Category
- Meeting
- Progress
- Not set
- Companions
- Not set
- Notes
- Prepare materials
- Date & time
- Not set
- Place
- Not set
- Category
- Getting around
- Progress
- Not set
- Companions
- Not set
- Notes
- Not set
- Date & time
- Not set
- Place
- Not set
- Category
- Getting around
- Progress
- Not set
- Companions
- Not set
- Notes
- Not set
- Date & time
- Not set
- Place
- Not set
- Category
- Meals
- Progress
- Not set
- Companions
- Not set
- Notes
- Not set
Expenses
Record what you spent along with the payment method and keep the receipts to speed up settlement.
| Item | CategoryLabels | AmountNumber | Payment methodLabels | ReceiptCheckbox | DateDate |
|---|---|---|---|---|---|
| Round-trip transport | Transport | 120,000 | Corporate card | Unchecked | Empty |
| Lodging | Lodging | 150,000 | Corporate card | Unchecked | Empty |
| Food | Food | 60,000 | Personal card | Unchecked | Empty |
| Local transport | Transport | 30,000 | Cash | Unchecked | Empty |
- Item
- Round-trip transport
- Category
- Transport
- Amount
- 120,000
- Payment method
- Corporate card
- Receipt
- Unchecked
- Date
- Empty
- Item
- Lodging
- Category
- Lodging
- Amount
- 150,000
- Payment method
- Corporate card
- Receipt
- Unchecked
- Date
- Empty
- Item
- Food
- Category
- Food
- Amount
- 60,000
- Payment method
- Personal card
- Receipt
- Unchecked
- Date
- Empty
- Item
- Local transport
- Category
- Transport
- Amount
- 30,000
- Payment method
- Cash
- Receipt
- Unchecked
- Date
- Empty
Report notes
After you're back, briefly note whether the goal was met and what was discussed.
•
Whether the goal was met
•
What was discussed and agreed
•
What I learned on site
Leave a one-line tip for the next traveler too.
Follow-ups
List what to do after the trip, with an owner and due date.
| Follow-ups | AssigneeAssignee | Due dateDate | StatusStatus |
|---|---|---|---|
| Share meeting results | Empty | Empty | Empty |
| Submit expense settlement | Empty | Empty | Empty |
| Send promised materials | Empty | Empty | Empty |
- Follow-ups
- Share meeting results
- Assignee
- Empty
- Due date
- Empty
- Status
- Empty
- Follow-ups
- Submit expense settlement
- Assignee
- Empty
- Due date
- Empty
- Status
- Empty
- Follow-ups
- Send promised materials
- Assignee
- Empty
- Due date
- Empty
- Status
- Empty
☐
Collected all expense receipts.
☐
Shared the report notes with the team.
☐
Assigned an owner to every follow-up.