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Purchasing, Travel and Expense Reports

Pre-approval

Purchase under $100 typically do not require any formal pre-approval. However, please check with your supervisor before making any purchases just to make sure the budget exists for the purchase you are making, discuss the business need, etc.

Larger purchases and travel both require pre-approval.

Please do not make any purchases before you receive approval for your request from your supervisor.

Personal travel, vacation, sick leave

Should be requested through this form. Please also add any anticipated time off to the main INN calendar so the rest of the staff knows when you're planning to be out.

Expense reporting

To be reimbursed for any purchases you make on a personal card, you will to submit receipts and an expense report. Guidance for INN employees can be found in the most-recent Employee Handbook. Here's the link for the 2019-12-03 revision, which was edited more recently than that date.

The most-recently-revised expense report form can be found in the INN shared Dropbox folder at:

  • INN/Exmployment Docs/2018 Expense Reimbursement Form.pdf
  • INN/Exmployment Docs/2018 Expense Reimbursement Form.xlsx

Optionally, you may use a PDF export from a personal Expensify account instead.

The following sectoin is under review:

Once you fill out this report, submit scans of all receipts and the completed expense report through HelloSign.

The form must be signed by both your direct supervisor and INN's CEO, so submit the form for signatures by both people and cc: accounting@inn.org to make the processing of your request as efficient as possible.

Once approved, your reimbursement will be processed the next time the accounting firm does payroll (typically the 15th and 30th of each month).