BD Activities for Expense Reporting

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BD Activities for Expense Reporting

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Staff members are expected to log all client facing meeting reports in Sugar before requesting to be reimbursed for travel or client entertainment expenses.

 

How to attach Sugar Reports to your expense claim

 

Search BD Activities to locate a summary list of all the relevant meetings. Use the snipping tool to take a screenshot to submit along with your expense claim.

 

In this example, I searched for all the meetings assigned to Junko Shiokawa during August 2015, and the results looked like this:

 

 

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Tip: Snipping Tool is found under Accessories on your Start menu.

Tip: Save your search parameters if you will be doing this function regularly.