Processing an expense claim

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

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1

Receive and log the expense claim

Log the claim into the accounting system on the day it arrives, and check the receipts are attached.
2

Check it against the expense policy

Confirm the spend sits inside the allowable limits, is business related, and has a receipt for every line.
3

Route it for approval

Anything over the limit goes to the budget holder before it is paid.
4

Release for the next payment run

Mark it approved, notify the claimant and file the receipts against the reference.

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