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Tip #1 Tip #2 Tip #3 Tip #4 Tip #5 Tip #6 Tip #7 Tip #8 Keepek is a leading provider of expense management solutions. Download Keepek mobile app and visit our website to learn more. www.keepek.com Tip #9 Tip #10 The expenses policy should be no more than a few pages; otherwise few will read it Be concise Resist the temptation to use jargon that other employees aren’t familiar with Clarity is paramount Ask your team to participate and consult frequent business travelers Make it collaborative If the policy is perceived to be fair, it will be easy to enforce and people won’t push back Make it fair Unless you have very good reasons, the rules should be the same for everyone Make it flat It should be easy to find. Send emails, distribute copies, make a presentation… Over- communicate Managers are key. Put extra effort in explaining the reason behind each rule Get managers on your side It needn’t be perfect the 1 st time. Use employees’ feedback to improve it. Update frequently Create a win-win situation: make it to submit reports and reimburse them swiftly Pay them back Let technology do the heavy lifting. Automation can save you time and money Embrace technology KEEPEK Expenses Policy 10 Tips To Get You Started A good expenses policy can vastly simplify expense management at your company. Here we give you 10 tips to help you make yours effective. KEEPEK

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Page 1: Expense management 10 tips for a better expenses policy

Tip #1

Tip #2

Tip #3

Tip #4

Tip #5

Tip #6

Tip #7

Tip #8

Keepek is a leading provider of expense management solutions. Download Keepek mobile app and visit our website to learn more. www.keepek.com

Tip #9

Tip #10

The expenses policy should be no more than a few pages;

otherwise few will read it

Be concise

Resist the temptation to use jargon that

other employees aren’t familiar with

Clarity is paramount

Ask your team to participate and consult

frequent business travelers

Make it col laborat ive

If the policy is perceived to be fair, it will be easy to enforce and people

won’t push back

Make it fa ir

Unless you have very good reasons, the rules should be the same for

everyone

Make it f lat

It should be easy to find. Send emails,

distribute copies, make a presentation…

Over-communicate

Managers are key. Put extra effort in

explaining the reason behind each rule

Get managers on your s ide

It needn’t be perfect the 1st time. Use

employees’ feedback to improve it.

Update frequently

Create a win-win situation: make it to submit reports and

reimburse them swiftly

Pay them back

Let technology do the heavy lifting.

Automation can save you time and money

Embrace technology

KEEPEK

Expenses Policy 10 Tips To Get You Started

A good expenses policy can vastly simplify expense management at your company. Here we

give you 10 tips to help you make yours effective.

KEEPEK

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