The route sheet is filled out when employees of enterprises and organizations must confirm their transportation expenses incurred in the process of carrying out work-related assignments. In this case, expenses can be incurred both to pay for gasoline for the employee’s personal vehicle, and to pay for tickets for public transport.
Subsequently, the route sheet, together with a report on the use of funds, becomes the basis for paying compensation to the employee in accordance with his expenses, and also serves as an accounting and tax document.
- Form and sample
- Free download
- Online viewing
- Expert tested
FILES
Why do you need a route sheet?
To answer the question of what a route sheet is, it is necessary to determine the purposes of its creation and use. Many employees in the organization: drivers, couriers, forwarders - have a traveling nature of work. The Labor Code (Article 168.1 of the Labor Code of the Russian Federation) obliges employers to reimburse workers for expenses related to business trips. Expenses must be supported by relevant documents. One of them is a route sheet.
With its help, employees confirm, for example, the costs of paying for gasoline or purchasing public transport tickets.
In the future, the form, together with a report on the use of money allocated by the enterprise, is the basis for paying compensation to the employee according to his expenses. It is also an accounting and tax document.
In some cases, such reports help business managers analyze employee routes and create optimal delivery routes, that is, work out logistics. These actions significantly reduce the organization’s costs for moving employees around the city.
There is no approved form, and organizations develop their own forms. It is important that the form allows you to trace the goals and routes of travel and contains all the “primary” details.
As a basis, it is allowed to use form No. 3, approved by Resolution of the State Statistics Committee of the Russian Federation No. 78 of November 28, 1997. The form prepared by the enterprise is approved in the accounting policy of the organization. It also specifies the frequency of preparation and submission, and the procedure for its execution. When using a travel voucher form, the mandatory details introduced by Order of the Ministry of Transport No. 368 of September 11, 2020 and Federal Law No. 402 of December 6, 2011 on accounting are taken into account. If forms are used for write-offs, it is recommended to take them into account - these are details such as, for example, types of messages and transportation (introduced by Order of the Ministry of Transport of the Russian Federation No. 368 of September 11, 2020) or date, name of the organization, content of the operation, measurement value of the operation, name of the official and his signature (Article 9 of the Federal Law-402).
An example of filling out a route sheet for a truck driver:
Distribution of orders in 1C between couriers
At the end of the day, you need to select orders that need to be delivered tomorrow and distribute them among couriers. The employee is responsible for the distribution of orders, because In the typical “Trade Management” configuration, there are no route planning assistants. In each order you can specify information about the courier. You can also immediately indicate the shipment date if you did not do this at the time of creating the order.
