SOP Template KitEmployee Expense Reimbursement SOP
Reimburse genuine business expenses quickly, within policy, with receipts.
The full Employee Expense Reimbursement SOP (all 6 steps, 3 controls, records and measures) is one of 36 editable Word SOPs in the SOP Template Kit: $79.
| Document no. | FIN-05 | Department | Finance |
1. Purpose
Reimburse genuine business expenses quickly, within policy, with receipts.
2. Scope
All employees and contractors claiming business expenses.
3. Roles and responsibilities
| Role | Responsibility |
|---|---|
| Employee | Submits claims with receipts. |
| Line Manager | Approves claims. |
| Finance | Checks policy compliance and pays. |
4. Procedure
| Step | Who | What to do |
|---|---|---|
| 1 | Employee | Submit claims in [expense tool] within [30] days of the expense, one line per receipt, with business purpose. |
| 2 | Employee | Attach an itemised receipt for every expense over [$25]; for meals list attendees. |
| 3 | Line Manager | Approve or reject within [5] working days; you cannot approve your own claim. |
| + 3 more steps, 3 controls, 2 records and 2 measures in the full SOP. | ||