Management committee members, staff and volunteers may all need to claim expenses and proper procedures need to be in place.

money and purse

Some good practices for expenses are:

  • Produce written guidance as to what can be claimed, at what rate and within what area
  • An expenses form should be devised for claiming expenses
  • Expense claims should be backed up by bills or receipts
  • Reimbursement should be a straight payment of actual costs rather than rounded up
  • Expenses should be claimed regularly e.g Monthly
  • An appropriate person should check the expenses carefully and authorise them as reasonable and necessary

For more help with expenses policy

A range of services provided by WYCAS (West Yorkshire Community Accounting Service) are available to help your organisation with setting its expenses policy including Expenses: A Good Practice Guide. To find out more contact WYCAS.