Expense Reimbursement

This policy ensures that all team members are reimbursed fairly and promptly for business expenses while maintaining clear records for client billing and tax purposes.

GENERAL GUIDELINES

• Personal Cards: Staff should use their personal credit cards for standard business expenses.

• The $500 Threshold: Any expense exceeding $500 should be flagged with kashif@therightnow.co for direct company payment or corporate card use. Do not feel obligated to put "big-ticket" items on your personal account.

• Itemized Receipts: You must provide an itemized receipt showing exactly what was purchased.

CLIENT-REIMBURSABLE EXPENSES

For any expense that will be billed back to a client (e.g., travel, event supplies, client dinners):

1. Written Approval: You must have written approval from the client (email is fine) before the expense is incurred.

2. Documentation: Attach a PDF or screenshot of the client’s approval to your reimbursement form.

3. Accuracy: Ensure the client name is clearly marked on the form to avoid billing delays.

HOW TO SUBMIT

To get started, click open to view our dedicated submission page.