This checklist is designed to ensure that all business expenses are reviewed, approved, and documented before reimbursement. It helps maintain financial control and compliance with company policy.
Collect all expense reports submitted by employees that require approval.
Check all submitted receipts to ensure they match the expenses reported, and that they adhere to the company's expense policy.
Review the department budget to confirm that sufficient funds are available for the expenses being claimed.
Ensure that all expenses comply with the company's expense reimbursement policy and guidelines.
Forward the verified expense reports to the respective department manager for approval.
Once approved, process the expenses for reimbursement through the finance system.
Ensure all approved expense reports and receipts are documented and archived for future reference and auditing purposes.