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Expense Policy Builder

Expense Policy Builder
Download your Expense Policy Builder

A clear expense policy is one major piece in the expense management process. Businesses can benefit from savings both in time and money from a modern expense management process, with the expense policy at the foundation.

It can seem daunting, but developing a policy has many benefits like improving employee productivity, preventing fraud, streamlining accounting practices, and increasing overall business efficiencies.

We know there’s a lot to consider once you actually start writing, so we developed a comprehensive template you can download and personalise to your business and its unique needs.

This complete expense policy template includes:
  • Your company’s expectations on policy compliance
  • Your company’s stance on fraud, bribery, and corruption
  • Various expenses that can and cannot be claimed (Overnight accommodation, spend allowances, meal allowances, entertainment, mileage, use of taxi and car services, train travel, air travel, general expenses)
  • Exclusions
  • Overview of our expense management platform, RoomexPay (for use of you’re a customer, if not, can be omitted.)
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