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User Guidelines

Approach to expenses

Within the UK we work on the basis of the team using good judgment on what is a reasonable expense for business purposes and seeking to minimize all expense costs where possible. As we continue with this approach please remember to key points: All expenses must be claimed within 30 days of the expense date. This timeframe for obtaining reimbursement is so we can ensure expenses are claimed on a regular basis. All new expenses must be approved prior to purchase. When you submit your monthly claim please attach related approval emails. Expense claims without an approval record won't be reimbursed. For full guidance please read the Travel & Expenses Policy & Procedure available on our intranet.

Submission & Approval

Employees

Please submit this form on or before the cut off date advised. Submit claim form to the Project Manager, along with soft or hard copies of all receipts and a record of pre-approval for new expenses. Project Managers are required to check all expenses listed and confirm approval.

Project & Reporting Managers

Project and Reporting Managers are responsible for checking all expense claims submitted, approving if acceptable and highlighting all non-approved expenses within 24 hours of receipt. Failure to do so will result in the employee’s expenses not being reimbursed.

Column Purpose

Date

Date expense was incurred - should match receipt.

Receipt

Y or N (please submit all receipts scanned via email) In accordance with HMRC rules, all expense claims should be accompanied by a VAT receipt or invoice. In the rare event that you do not have a receipt, re-imbursement will be given consideration on a case-by-case basis.

Description

Please enter a short description of the item in the “Description” column. Where the expense is being claimed for more than one person i.e. shared taxi, car share, meal please list all those included. In the instance of a group purchase, the purchase should be made and expensed by the most senior person in the group where possible. Where mileage is being claimed the start location, end location and total mileage travelled must be included.

Category

Select from dropdown. See important note below re: Staff Entertaining v Subsistence. Where travel is for a project or a general business purpose it would fall within the group of 'General Travel' categories. The 'Sales Travel' category is only for activities undertaken specifically for the purpose of client sales.

Client Name of Saggezza

Enter client name if expense is incurred on behalf of a client / project (select from drop down).

Client Project

Enter the name of the client project that the expense should be allocated to.

Billable to Client?

Y = to be charged back to the client. N= not to be charge to the client. N/A = not a client / customer cost - if you don't know or are unsure please leave blank

Payment Method

Enter 'Own Payment' if paid by own means. Enter 'Corporate Card' if paid for on a company credit card

Important Category Notes:

Staff Entertaining

If you have an expense you’ve categorized as Staff Entertaining this should be when you’ve taken member/s of the team out for drinks / fun which has no business purposes beyond mutual relaxation. Such expenses must have documented pre-approval from a manager.

Subsistence

If any business issues or topics are being discussed (whether it be in a pub, office, restaurant, team work breakfast), then any refreshments or food would count as Subsistence.

Other

Avoid use where possible and only use by exception if no other category applies>

Mileage

Mileage may be claimed at 0.45p per mile up to 10,000 miles. In the description box please put destination start, destination end, purpose of journey, miles, mileage rate.>
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