Download pdf - Expense management 10 tips for a better expenses policy

Transcript
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

Recommended

SAP Concur Expense: Tips
SAP Concur Expense: Tips Documents
Paylocity Web Expense - Archdiocese of Indianapolis Web Expense... · All expenses reimbursed must have a receipt to support the reimbursement and expenses must be coded properly
Paylocity Web Expense - Archdiocese of Indianapolis Web Expense... · All expenses reimbursed must have a receipt to support the reimbursement and expenses must be coded properly Documents
Adding Hotel Expenses to your Expense Report
Adding Hotel Expenses to your Expense Report Documents
Atlanta BeltLine Budget Briefingfile/FY19...// ABI Expense: Admin Detail - Other Operating Expenses ... OTHER OPERATING EXPENSES (Continued) General Meeting $ 10,000 Membership
Atlanta BeltLine Budget Briefingfile/FY19...// ABI Expense: Admin Detail - Other Operating Expenses ... OTHER OPERATING EXPENSES (Continued) General Meeting $ 10,000 Membership Documents
GUJARATGAS · GsPL Supervision Expenses 0.33 Recharge of Salary Expense (Net) 0.07 0.04 Right of Way Expense(ROW) 0.07 3.00 Reimbursement of Expenses 0.19 0.09 Dividend Paid 29.83
GUJARATGAS · GsPL Supervision Expenses 0.33 Recharge of Salary Expense (Net) 0.07 0.04 Right of Way Expense(ROW) 0.07 3.00 Reimbursement of Expenses 0.19 0.09 Dividend Paid 29.83 Documents
Time & Expense User’s Guide · Time & Expense is an automated time and expense collection system. Allegis Group Users who use Time & Expense enter their hours and expenses into
Time & Expense User’s Guide · Time & Expense is an automated time and expense collection system. Allegis Group Users who use Time & Expense enter their hours and expenses into Documents
OPERATING EXPENSES Operating expense codes includes
OPERATING EXPENSES Operating expense codes includes Documents
Creating an Expense Report with PeopleSoft Travel & Expenses
Creating an Expense Report with PeopleSoft Travel & Expenses Documents
 · Lmployee benefit expenses Depreciation and amortization expense Fuel, power & light Repairs, maintanence refurbishing Operating and genera' expenses Total expenses (net) Profit
 · Lmployee benefit expenses Depreciation and amortization expense Fuel, power & light Repairs, maintanence refurbishing Operating and genera' expenses Total expenses (net) Profit Documents
Kevin McKeever's Electronic Portfolio - Expensify€¦ · Web viewOnce your expense has been created, you can create new expenses, edit multiple expenses, merge expenses, export expenses,
Kevin McKeever's Electronic Portfolio - Expensify€¦ · Web viewOnce your expense has been created, you can create new expenses, edit multiple expenses, merge expenses, export expenses, Documents
Cloud Oracle FinancialsOracle Financials Cloud Using Expenses Chapter 1 Expense Report Entry 1 1 Expense Report Entry Overview of the Expenses Work Area Watch video This worked example
Cloud Oracle FinancialsOracle Financials Cloud Using Expenses Chapter 1 Expense Report Entry 1 1 Expense Report Entry Overview of the Expenses Work Area Watch video This worked example Documents
Expenses Timesheets Approvals Expense capture Timesheets Expense capture Timesheets Expense capture Timesheets
Expenses Timesheets Approvals Expense capture Timesheets Expense capture Timesheets Expense capture Timesheets Documents
BODY EXPENSE TRANSACTION NAME SERVICE AREA EXPENSES … · 2020. 4. 30. · body name service area expenses type expense code date transaction no. amount supplier name supplier id
BODY EXPENSE TRANSACTION NAME SERVICE AREA EXPENSES … · 2020. 4. 30. · body name service area expenses type expense code date transaction no. amount supplier name supplier id Documents
2020 Travel and Business-Related Expense Policy ... · a separate Expense Report is required. 5. Expense Report Receipts: Original issued receipts for expenses other than per diem
2020 Travel and Business-Related Expense Policy ... · a separate Expense Report is required. 5. Expense Report Receipts: Original issued receipts for expenses other than per diem Documents
Tips for handling early-year medical expenses
Tips for handling early-year medical expenses Documents
Managing Income and Expenses · MANAGING INCOME AND EXPENSES | 7 1. From your Expense Tracker Worksheet, transfer your expenses into the following categories on your Budget Worksheet:
Managing Income and Expenses · MANAGING INCOME AND EXPENSES | 7 1. From your Expense Tracker Worksheet, transfer your expenses into the following categories on your Budget Worksheet: Documents
Creating an Expense Report with PeopleSoft Travel & Expenses · 2 Entering an Expense Report for Travel Reimbursement On the Expense Report Entry page, complete the following General
Creating an Expense Report with PeopleSoft Travel & Expenses · 2 Entering an Expense Report for Travel Reimbursement On the Expense Report Entry page, complete the following General Documents
Why is Final Expense Insurance Important? · An estimate of final expenses: $6,000 - $15,000 After Funeral Expenses Probate & miscellaneous estate costs Expenses Unpaid debts So how
Why is Final Expense Insurance Important? · An estimate of final expenses: $6,000 - $15,000 After Funeral Expenses Probate & miscellaneous estate costs Expenses Unpaid debts So how Documents