Policies & Procedures

At a recent chapter meeting, an attendee posed this question concerning best practices surrounding coding of various types of food expense. ----- In our chart of T&E accounts, we… Read More

Generally, expense reimbursements for travel are taxable wages to employees unless they submit detailed backup documentation to their employers. However, if you reimburse employees using travel per

… Read More

When reimbursing employees for the business use of their personal cars, there are different methods you can use. You can reimburse actual costs, but you’ll need detailed substantiation and… Read More

When it comes to effective T&E reimbursement management, Erin Droste, Accounts Payable Specialist II at UMB Bank (Kansas City, MO), is reminded of a favorite quote from famed basketball coach

… Read More

This template provides an example code of conduct for a business travel and entertainment program. Format Microsoft

… Read More

This template provides a form for documenting expenses considered allowable in an organization's travel and entertainment program. Format Microsoft

… Read More

This template provides an example of a business travel and entertainment manual that can be customized for your organization. Format Microsoft

… Read More

This template provides an example of an AP T&E Policy. Microsoft Word

… Read More

This template is an example of an expense report processing flow. Format Microsoft

… Read More

This template provides an example expense report that may be used to convert expenses denominated in a foreign currency to your local currency. Microsoft Excel

… Read More