![]() While we’re talking tech, the entire expense process can be improved with good software. Use technology for quick submissions and checks So make use of them! Expense claims can be submitted on the spot, with a few taps of a team member’s thumb. Which makes finance teams’ lives far easier.Īnd every employee travels with their smartphone. The software should check for errors and make sure that no information is missing. Look for an app or software where employees complete and submit claims directly, with no extra emails, Slack messages, or physical in-trays required. Instead, you should digitize and automate as much of the form submission process as possible. Ask employees to download, fill out, and then email print a form, and mistakes are bound to happen. Here’s an export report template we prepared earlier.īut we would argue that any PDF, Excel, or Word document is basically doomed to fail. The kind of thing that, even if you don’t know the first thing about finance or expenses, you can’t mess up. The next big step is to make sure employees have an easy-to-understand, foolproof expense claim form. Provide an easy expense claim template to follow Here are 11 travel & expense policy examples as inspiration. ![]() Most employees won’t realize they need it until they need it, so make sure they know where to look. Keep it short, and don’t worry about listing every possible scenario.Īnd perhaps most important: make it easy to find. Number one on that list: write it like most people won’t read it. We’ve already written our tips to writing the perfect expense policy. Companies get so consumed with making an exhaustive, catch-all document, that they forget to make the policy usable. It also gives finance teams a document to send team members who need answers to basic questions - an underrated time-saver.īut a lot of expense policies fly way over employees’ heads. It sets out the rules and parameters for how your employees can spend precious company cash. Create and share a company expense policyĪ good company expense policy is a must have. But from helping thousands of companies overhaul theirs, here are some of the true keys in our eyes. Building great finance processes is always, well, a process. ![]()
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