finance
Expense Report Checklist
A clean expense submission that gets approved first time.
Attach every receipt
Itemised, legible and dated.
~15 min
Check against policy limits
Flag anything needing pre-approval.
~10 min
Record business purpose
Who, what and why for each item.
~15 min
Code correctly
Category, project, client and tax treatment.
~15 min
Convert foreign currency
Use the policy rate and attach evidence.
~10 min
Submit for approval
Manager first, finance second.
~5 min
Track reimbursement
Confirm payment in the next pay run.
~5 min
Frequently asked questions
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