Business Expense Approval Checklist ( FINANCE )

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.

• Gather Expense Reports

  Collect all expense reports submitted by employees that require approval.

• Verify Receipts

  Check all submitted receipts to ensure they match the expenses reported, and that they adhere to the company's expense policy.

• Check Budget Availability

  Review the department budget to confirm that sufficient funds are available for the expenses being claimed.

• Review Policy Compliance

  Ensure that all expenses comply with the company's expense reimbursement policy and guidelines.

• Obtain Manager Approval

  Forward the verified expense reports to the respective department manager for approval.

• Process Approved Expenses

  Once approved, process the expenses for reimbursement through the finance system.

• Document and Archive

  Ensure all approved expense reports and receipts are documented and archived for future reference and auditing purposes.