Expensing Procedure

– Be sure to submit ALL expenses by the last day of the month for that month. This goes for EVERYTHING that was purchased by you. Even if it was on another card (example Leonie’s CC is the default on Shipt.) We also need to be sure Amazon is always included. Shipt, Instacart, Amazon, TaskRabbit, etc

– To create a habit, please plan to update your expenses every Monday for the prior week to keep the best track and always have them all submitted by the last day of month.- If the vendor is listed as “Other” because they’re not on our list, please specify the actual vendor name in the note so it can easily be found in bank statements. 

– Make sure the amount that is put down matches the total amount that was charged including any taxes (or tip in case of instacart etc.)

– Please use the date of when the card was charged or when the order was placed vs when an item has been delivered. Example on Amazon, please always go by “order placed” date to add a date into the expensing software.