1
Submission Details
2
Expense Items
3
Review & Sign
Step 1 of 3
Submission Details
Select the entity being charged and provide your information. This determines accounting routing and the full audit trail.
Billing Entity
Which entity bears legal and accounting responsibility for these expenses.
Please select the entity to charge.
Submitter Information
Please enter your full legal name.
Please enter a valid work email.
Please select your role.
Please select the submission date.
Applies to personal-paid items. Can be overridden per expense.
Step 2 of 3
Expense Items
Add each expense as a separate card. Attach the receipt and fill in the business purpose directly on each item.
ℹ️
Per-item documentation: Each expense card captures all IRS-required fields individually — receipt, business purpose, location, and (for meals over $75) attendee details. Blue border = personal (reimbursable). Green border = corporate card (documentation only).
Expense Period (auto-calculated)
— Enter expenses above —
💳 Personal — To Reimburse
$0.00
🏢 Corporate Card
$0.00
Grand Total
$0.00
Step 3 of 3
Review & Sign
Review the full expense table below, then certify and submit. Your electronic signature is legally binding under the E-SIGN Act (15 U.S.C. § 7001).
Submission Summary
# Date Vendor Category Project / Client Business Purpose Payment Amount
💳 To Reimburse
$0.00
🏢 Corporate Card
$0.00
Grand Total
$0.00
Certification & Electronic Signature
I certify that: (1) all expenses listed were incurred by me in the conduct of legitimate business for the entity selected above and are accurately described; (2) all information is true and complete; (3) personal expenses have not been previously reimbursed and will not be claimed as personal tax deductions; (4) company card charges were incurred solely for business purposes; (5) receipts are attached to each applicable expense item as required by IRS regulations (IRC §274, Pub. 463); (6) meal attendee information has been provided for all meals exceeding $75 per person as required by law.

Submitting false or fraudulent claims may result in termination, mandatory repayment, and referral for legal prosecution under applicable federal and state law.
Constitutes your legal signature on this document.
Please type your full name as signature.
Please select the date.
I confirm that all information in this form is accurate and complete, and I agree to the certification statement above.
You must confirm before submitting.

Submitting…

Sending your expense report and generating the email summary. This takes a few seconds.