Expense Approval and Submission Copy

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Materials

When you are spending your own money for an expense related to a client, all expenses need to be approved in writing before they are submitted.

  1. Before purchasing an expense, submit an email to Mike with the subject "EXPENSE REQUEST - [EXPENSE NAME]" for approval using the following template:
    • Expense Name:
    • Client the expense is for:
    • Expense cost:
    • Date of Expense:
  2. Upon approval from Mike, make your purchase and save the original receipt
  3. Place the receipt of the purchase in Expensify with all of the relevant details
  4. Submit the expense in Expensify
  5. Await notice of reimbursement.

Note: Client expenses may take 30 or more days depending on where the client is in the billing cycle at the time the expense is submitted. Reimbursements will be made as a part of the first payroll after the client has remitted payment for the expense.