Expense Policy Toolkit

What the law says on staff expenses

1. What the law says on staff expenses

Your new expense policy starts here…

The logical starting point for any policy, we have collated the laws that you must abide by for the most common expense types businesses offer.

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Webinar: Managing Expenses 101
the law, jargon and when to review

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Typical business expense limits

2. Typical business expense limits

What limits do most businesses set?

We conducted research to find what expense types most businesses offer and the limits they set for them. Use our factsheet to benchmark your organisation.

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Access Expense Report 2019

3. Access Expense Report 2019

Insights from our system for your benefit

We've analysed millions of expense claims from all Access Expense users to help you write a new, or hone an existing, expense policy for your organisation.

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Webinar: Expense policy report 2019 
what do most companies do?

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What NOT to do in an expense policy

4. What NOT to do in an expense policy

How many are you guilty of!?

Our whitepaper lists some of the common mistakes to avoid if you want an expense policy that staff will readily accept and still encourages a reduction in spend.

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Expense limits quick reference guide

5. Expense limits quick reference guide

Spend less time on expenses by optimising your process

Our best practice advice is to provide an ‘at-a-glance’ guide to your expense types and limits alongside your policy for employee’s ease. Here’s how that might look.

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Webinar: How to write an expense policy

6. Webinar: How to write an expense policy

Our experts guide you through the process

Two of our expense management experts with decades of experience between them take you through the law, what not to do and our best practice advice.

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Expense policy best practice

7. Expense policy best practice

Our advice to help you to form your own successful policy

We’ve taken a look at the law, industry limit ‘standards’ and data from Access Expense before adding our own extensive knowledge to provide you with our guidelines.

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Webinar: VAT, fraud and enforcement
where you could be missing out with expenses

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Creating a FAQ document for staff expenses

8. Creating a FAQ document for staff expenses

Further optimise your expense process

Best practice is to create an expense FAQs to answer those unusual scenarios, keep your policy succinct and to save your team time. Here’s how it might look.

Download FAQs >

Expense policy template

9. Expense policy template

Download and use to create your own policy

We’ve provided you with all the information you’re likely to need but if you’re still struggling to write your new policy, use our template and tweak accordingly.

Download expense template >

Build a winning business case

10. Build a winning business case

including one for Expense Management Software

Our guide to writing a business case that’s likely to succeed. Includes what you might want to consider if it’s an Expense Management Software upgrade that you’re recommending.

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Access Expense brochure

11. Access Expense brochure

Complement your new policy

If you want to build on your new expense policy by optimising how your employees claim, how managers approve and finance pay, take a look at Access Expense.

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Request a demo of Access Expense

12. Request a demo of Access Expense

Your complete business expenses solution

Arrange a quick demo with one of our expense management experts to show you around the live software and chat through how it might work for you.

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Webinar: Managing Expenses 101

Webinar: Managing Expenses 101

The law, jargon and when to review

One of our Expense Management Experts takes you through expense law, what all the jargon means and how often you should review your policy.

Watch webinar >

Webinar: Expense policy report 2019

Webinar: Expense policy report 2019

What do most companies do?

Expense Expert Cat Rodgers shares the findings from our recent industry research as well as what the customer data in Access Expense told us.

Watch webinar >

Webinar: VAT, fraud and enforcement

Webinar: VAT, fraud and enforcement

Where you could be missing out with expenses

Expense Expert Cat Rodgers explains how you can realise the benefits of user adoption, how to minimise expense fraud and maximise your VAT rebate.

Watch webinar >