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How do we onboard a new vendor? What's our refund process? Where is the security review checklist?

What's our refund process?

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[1]Expense and reimbursementpolicy [2]Processing an expense claimsop
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Handling a chargeback

Finance
Version 1 Public Access No owner

Steps

Define the step-by-step process for this procedure

1

Log the notification from the bank

Record the date it arrived, the amount and the reason code the bank gave.
2

Pull the order and the delivery proof

Attach the order, the tracking record and the signature from the courier portal.
3

Ask the customer for the order reference

Call or email the customer and note the reference against the case.
4

Reply in the bank portal within 7 days

Upload the evidence pack and submit before the deadline the bank set.
5

Apply the approval thresholds

Anything above 5,000 goes to the budget holder before the response is sent.
6

Record the outcome against the customer

Log whether it was upheld or reversed, and the amount recovered.
Magic Import

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PDF, Word or text files, up to 10 at a time

Operations handbook 2026.pdf 2.4 MB

Analyzing Your Documents

Extracting procedures from Operations handbook 2026.pdf

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Extracted Content

Found 2 SOPs

Raising a purchase order

Who can raise one, the approval thresholds and the paperwork to attach.

Finance

Onboarding a new supplier

Checks to run before the first order, and who signs them off.

Operations

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