Fellow CRAs – how are you handling expense reporting? My current system feels ancient and I need help lol
Ok so I’ll admit it… my expense reporting process is probably embarrassingly outdated and I’m curious if anyone else is in the same boat or has found something better.
Here’s my current workflow:
1. Take a photo of every receipt on my phone
2. Email it to myself
3. Save each one into a folder on my computer
4. Organize them all later when it’s time to submit
It works… technically. But it eats up way more time than it should, especially after a site visit week when I’ve got a pile of receipts to sort through.
I feel like there has to be a smarter way to do this in 2026. Are you using a specific app? Does your sponsor/CRO have a tool they actually make easy to use? Do you just have a system or habit that keeps it from becoming a weekend project?
Would love to hear what’s actually working for people in the field. Drop your process below – even if it’s just a small tweak, I’m all ears! 👇