Policies and Procedures
Credit cards are only to be used for the payment of authorized expenses consistent with the cardholder’s organizational responsibilities.
Cash advances on credit cards are not allowed.
Detailed receipts must be obtained for each purchase.
Complete expense reports are to be submitted every Tuesday.
Cardholders must make every effort to ensure that purchases do not include sales tax.
Tax Exemption Documents can be downloaded here.
Cardholders should immediately notify Expensify Concierge at concierge@expensify.com and the accounting department if their card becomes lost or stolen.
Expensify
A completed Expense Report should be submitted through Expensify on the appropriate Workspace each Tuesday for purchases made the previous week (Monday- Sunday). The reports should only include charges that have digitally imported from your Expensify Card or manually entered expenses such as company charges on your personal card or mileage reimbursement expenses,
Expense reports submitted with incomplete or unclear details may be rejected.
The Expensify Card will automatically turn off once you have exceeded your limit for unapproved expenses.
Recurring outstanding expenses or late reports will result in suspension or revocation of credit card privileges.
Lost Receipts
If you are missing an original receipt image for an expense under $50, keep your Expensify-generated receipt attached. If you lose the auto-generated receipt, complete a Lost/Missing Receipt Form (download here) and attach the form in lieu of the receipt image.
All expenses over $50 that are missing a receipt require a "lost/missing receipt form" to be attached.
Recurring lost receipts will result in suspension or revocation of credit card privileges.
Policy Updated: January 2024
