Reimbursement procedure

Submitting Expenses

  • complete the Reimbursement request template.
    • if expenses include hardware or software, be sure to check the appropriate box in the template
    • if USD conversion is needed, please do the USD conversion via Google, so the conversion rate is accurate as of the time of the email
      • Include a screenshot of the exchange rate
  • PM must contain the receipt for the expense (photo, pdf, whatever works)
  • when feasible, expenses within a month should be combined into a single PM.
    • PMs only support a single currency. If you have receipts in multiple currencies, please submit 1 PM per currency
  • approved expenses will not receive a reply because managers don’t receive the PMs (approvals happen via bill.com). If an expense is not approved, you will be contacted by a manager
  • If you are Canadian :canada:
    • Expenses must be submitted by the date @carmella_schaefer tells you every month. It is typically 11-12 business days before the pay date. (Pay dates are the last Friday of the month.)
  • Otherwise
    • Expenses must be submitted at least 5 business days before pay date.

If you do not submit expenses this way, we reserve the right to lose track of them!

Approving Expenses

Reply to the PM with “approved”.

I accept this policy

4 Likes