Purchasing and card holder policies

It's recommended that all organisations have a purchasing policy for staff and volunteer expenses. If you give you staff debit or credit cards, the organisation should also have a cardholder policy in place.

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

• Example Purchasing Policy
• Example Cardholder Policy

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

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, please visit the module overview page here.