Welcome to the Expensify Procedure!
Overview
- Expensify (See further submission details here) is a great financial management and expense tracking tool that can help you keep track of your expenses. This Expensify Procedure serves as a guide for users to follow when using the platform.
What to Include
Please ensure that you include the following information in your submission:
- A descriptive title of the expense
- The category of the expense
- The amount of the expense
- A clear explanation of the expense
Note: It is important to make sure that all submitted claims are marked as "reimbursable" and not "billable".
- Hey there! Just a friendly reminder about mileage tracking:
- If you are working from home track mileage from home to your first appointment or meeting in the field - try to schedule your appointments together prior to returning home- the return home will NOT be reimbursed.
Example Mileage Submission
Tips
- When referring to clients on mileage form, best practice is to use first letter of given name and first letter of surname ex. (XY) beside the trip.
- Mark your return to the office from the field as (RTO) ie. return to office
When to Submit
- IslamicFamily staff submitting an Expensify report should do so monthly.
- Submit ONE report per month as IslamicFamily gets charged per report.
- Submit on the 15th day of each month
- This is required in order to receive the reimbursement during each pay period.
- Example:
- The February monthly report would be from January 16th 20xx to February 15th 20xx
Ineligibility
- All Expensify reports get reviewed by the Operations Manager (for approval) & the Financial Controller (for reimbursement) therefore IslamicFamily cannot accept any reports that are behind by a period of 2 Months or greater.
- ex. Your March report can include your report(s) for February and for January but NOT December. Any reports not submitted within the 2 month limit will NOT be reimbursed.
- Expenses must be approved by a supervisor.