Expense Report Checklist

A clean expense submission that gets approved first time.

Checklist steps

  1. Attach every receipt

    Itemised, legible and dated.

  2. Check against policy limits

    Flag anything needing pre-approval.

  3. Record business purpose

    Who, what and why for each item.

  4. Code correctly

    Category, project, client and tax treatment.

  5. Convert foreign currency

    Use the policy rate and attach evidence.

  6. Submit for approval

    Manager first, finance second.

  7. Track reimbursement

    Confirm payment in the next pay run.

Frequently asked questions

How long does this take?

Around 75 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.