Assignments

Assign documents, collect a signed acceptance from everyone who needs it, and export the record for audits

Create Assignment
Active2 Completed7 Recurring1

Expenses refresherIn progress

Assigned toFinance Content2 items Due date30 Jun 2026 Users9

Security basicsComplete

Assigned toEveryone Content1 item Due date12 May 2026 Users24

Vendor onboarding refreshRecurring

Assigned toOperations Content3 items Due dateEvery 6 months Users12

Expense and reimbursement

Finance
Version 3PublicAccessNo ownerNo review set
Created 14 Jun 2026 Updated 29 Aug 2026

Purpose

This policy sets out how the company reimburses money that people spend on its behalf, so that every claim is treated the same way and every payment can be traced back to the rule that allowed it.

Approval limits

FinanceCompliance
Claims under 500 are approved by the line manager. Anything above that goes to the budget holder, and anything above 5,000 needs a second signature from Finance.

Q3 policy refresh

Finance
Version 3PublicAccessNo ownerNo review set
Created 14 Jun 2026 Updated 29 Aug 2026

Q3 policy refresh

In ProgressSend RemindersExport
Overall Progress0%
TeamFinance What2 items Due12 Sep 2026 Assigned to4 users Completed0 / 4
SOSam OkaforNot Started[email protected]
PRPriya RamanNot Started[email protected]
TWTom WhitfieldNot Started[email protected]
LBLena BrightNot Started[email protected]
Create Assignment
Everyone assigned is asked to accept, and the acceptance is recorded
Title
Who
Team Assignment · Finance
What
Expense and reimbursementPolicy
Processing an expense claimSOP
Re-acceptance on updates Auto-assign New Items
Create Assignment
Review Assignment
Review the assignment details before creating

Q3 policy refresh

Team Assignment
Items
Expense and reimbursementPolicy
Processing an expense claimSOP
Due
12 Sep 2026 · 4 people
← Back to EditConfirm & Create Assignment
Summary Report
Basic completion overview
Detailed Report
Item-by-item breakdown with dates
Compliance record (CSV)
Who accepted which version, and who has not
Compliance record (PDF)
The same record, ready to hand over
Confirm reading
Expense and reimbursementVersion 3
I confirm that I have read and understood this content
Add a note (optional)
Anything worth recording alongside your acceptance

Recorded: your name, the date, and this version.

Accept
Assign to a team Signed against a version New version, read again Compliance record