Purchasing & Card Holder Policies

It's recommended that all organisations have a purchasing policy and, if applicable, a card holder policy in place (if you give your staff debit or credit cards).

If you don't already have the policies in place, here are example policies that you can adapt:

• Example Purchasing Policy
• Example Card Holder Policy

Many organisations ask staff and volunteers to read and sign a purchasing policy before they are set up as a user on ExpensePlus.

Similarly, cardholders are asked to read and sign the cardholder policy before being issued with a debit/credit card.

To help you better understand the Approvals module as a whole, please visit the module overview page here.