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

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Table of contents

Overview

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.

Spending limits

Non-approved expenses

<aside> 💡 Notion Tip: Unless you identify what people shouldn't be spending money on, don't be surprised if they do it. It's worth including a section that summarizes the expenses that won't be covered or reimbursed.

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Pre-approval required

<aside> 💡 Notion Tip: There are probably a few high-ticket items that leadership should sign off on before purchases are just made willy nilly. Maybe sending cookies to people on their birthday just isn't in the cards for you right now. Or you want people to think before buying that mechanical bull for the office holiday party. You want to outline those occasions here.

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Reporting guidelines

<aside> 💡 Notion 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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