Expense Reimbursement Checklist ( FINANCE )

This checklist outlines the steps required to process employee expense reimbursements efficiently and accurately, ensuring all necessary documentation is collected and approved.

• Collect Expense Receipts

  Gather all receipts and invoices related to the expenses incurred by the employee.

• Complete Expense Reimbursement Form

  Fill out the expense reimbursement form with the necessary details, including date, description, and amount.

• Obtain Manager Approval

  Submit the completed form along with receipts to the employee's manager for approval.

• Verify Receipts Against Policy

  Ensure all submitted receipts comply with the company's expense reimbursement policy.

• Process Payment

  Once approved, forward the reimbursement request to the finance department for processing the payment.

• Notify Employee of Payment Status

  Inform the employee about the status of their reimbursement and when they can expect payment.