<aside> 💡 Tip: Explain how employees can make these purchases, get reimbursed, and track all of their expenses. Highly recommend 👍

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Overview

<aside> 💡 Tip: Here's where you might outline the types of expenses that your company will reimburse. Maybe travel is the most common type of expense. Maybe people are taking clients out to dinner or sending gifts or throwing events. You want to explain what's standard for your company and the methods / software used to keep track of expenses and reimbursements.

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Spending Limits

<aside> 💡 Tip: It could be helpful to include a table showing the primary types of spending and what limits employees should observe.

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Reporting Guidelines

<aside> 💡 Tip: In order for your team to report their expenses correctly every month (which, believe us, will save you a massive amount of time), you want to be crystal clear about how they should do this. Here are the primary questions you want this section to answer directly:

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• How do employees get their expenses approved?
• Who do they submit their expense reports to?
• What do they need to submit in order to get reimbursed? Receipts? More info?
• What are the deadlines? When do people need to get their reports in by?
• What is the time frame for reimbursement? When can they expect to get their $$$?

FAQ

<aside> 💡 Tip: As you field inquiries (or as employees come to you with confusion in their eyes), document their questions here and be diligent about answering succinctly. The more you can tell people to consult this site instead of asking a human, the more time you all save.

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