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    Expense Reports

    Posted by John on November 2, 2023 at 12:40 pm

    Does anyone have a copy of their policy? What they’ll pay for and what they won’t pay for?

    Please let me know. I’ll be glad to provide my email address.

    Thank you – John

    Casey replied 2 weeks, 5 days ago 4 Members · 3 Replies
  • 3 Replies

  • Dana-B-Forum-Moderator

    Member
    November 8, 2023 at 5:41 pm

    Hi John – Thanks for posting. Charities Review Council has a template that you might find helpful here: https://smartgivers.org/wp-content/uploads/2016/12/Sample-Travel-and-Entertainment-Reimbursement-Policy.docx

    Definitely curious to hear from others as well!

  • Bill

    Member
    November 9, 2023 at 1:48 pm

    For us it depends. On travel we cover a per diem instead of reimbursements. Airfare and hotels are either on a company card or reimbursed. The more company cards deployed for travel the better in my world. More important for me is that the expenses are within budget and approved by supervisors.

  • Casey

    Member
    September 9, 2026 at 7:47 am

    Hello John. For me, the key to a good expense policy is making the rules clear enough that nobody has to become a detective afterwards. I would strongly consider a per diem for meals. It reduces the mountain of receipts and saves everyone considerable administrative time. Using company cards for flights and hotels can also provide better control while capturing transaction data automatically. I would make sure the policy clearly states that expenses must remain within the approved budget. That can prevent quite a few awkward conversations later.

    • This reply was modified 2 weeks, 5 days ago by  Casey.

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