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:

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.

Top tip: Read this blog article about Purchasing Policies for Churches to find out more.

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

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