Employee Expense Reimbursement Process Review Checklist

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This tool addresses items to consider when reviewing an organization’s employee expense reimbursement process.

Sample items include: the expense report was submitted within a certain window, approved by the appropriate manager(s), and includes expenses only for the business traveler; the lodging per expense report was for appropriate-level hotels; in-room movies are not reimbursed; car rentals on expense reports were for appropriate-size vehicles; telephone expenses are reasonable; the expense report does not contain charges for laundry when travel is outside the guidelines established in the policy; and expensed amounts agree to the general ledger.

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