Expenses
Please claim as often as necessary, but no later than the end of the month in which the expenses were incurred.
The Expenses Policy can be found here. The current mileage rate is 45p per mile.
Instructions
You only need to enter your bank account details if you have not been paid by the Society before, or your bank details have changed.
Please enter each receipt separately, and where receipts are for different things, please split these so that you can allocate them to the correct expense type and category. To add additional lines, use the + in the circle to the right of the first line of expenses. You can delete a line by clicking the – in the circle against a line.
Hopefully the categories are self-explanatory, but if you can’t think what expense type should be used, please drop me and email. Please book any travel costs down to the most appropriate category (i.e. if you are attending Tree House, then the Tree House category should be used. For events please used Education / Events).
Similarly, the expense types should be self explanatory. If there is an expense type you think is missing, please let me know and book your expense to Other. Office stationery should be used for all office consumables (e.g. batteries). Subsistence should used when the spend is for yourself, and Hospitality should be used when the costs are for others (e.g. purchase of tea, coffee and milk).
Providing you attach your receipt to the claim if you can (just drag the file over the box, or click “Select Files”), I will not need the hard copy of any receipts which will save you having to send them to me. Providing you put your correct email address into the form, you will receive a copy of the form by email, as your record.
If you can’t get the system to work, send through the old expenses form instead, with a copy of any receipts, and I will enter them on the system for you.