Sustainable Agriculture Institute
Business Expenses Policy
Policy brief & purpose
SAI’s Employee Business Expenses Policy outlines how we’ll reimburse employees for work-related expenses. We’ll define “work-related expenses” and set a procedure to authorize expenditure.
This policy applies to all our employees that need to spend money on work-related activities.
Employee expenses fall under two categories:
- Expenses that are paid directly by our company on behalf of employees.
- Expenses that are paid by our employees and are reimbursable.
We’ll reimburse all reasonable business expenses, after they are approved, in part or in full as the case may be.
Travel expenses include any kind of transportation and accommodation expenses that you incur when going on a business trip.
Expenses related to this category that may be fully or partly reimbursable include:
- Legal document expenses (e.g. Visa)
- Air, train, ship, or other transportation fares
- Necessary medical expenses (e.g. vaccinations)
- Local transportation during trips (taxi fares, rental cars, etc.)
- Other minor or per diem expenses that have been approved by an employee’s manager (e.g. meals, business material)
Medical care fees after travel-related accidents may be covered by worker’s compensation insurance. If not, we may reimburse you for your medical expenses, if appropriate.
We want to avoid overspending or unnecessary costs. We may contract with hotels and agencies to get the best possible prices. We’ll also aim for the cheapest option when we can. For example, we prefer booking plane tickets in economy class, unless there is the reason for upgraded travel.
We won’t reimburse the following:
- Expenses incurred by spouses or other non-employees who accompany our employees on their travels
- Un-authorized service upgrade (e.g. business class or hotel rooms)
- Personal services (massages, beauty treatments, etc.)
- Personal purchases (gifts, clothes, etc.)
- Lost personal property (e.g. luggage)
This list is not exhaustive. Please ask Human Resources (HR) about reimbursable expenses before you go on a business trip.
What are work-related expenses?
This category includes expenses that are related to an employee either in the form of a benefit (e.g. business phone) or entertainment expenses that may occur in a business setting (e.g. professional dinners with clients or colleagues.)
These expenses may be capped and [HR/ employee’s manager] should approve them. If you spend more than the approved amount, you must cover the extra cost yourself.
We won’t reimburse the following work expenses:
- Unauthorized or unscheduled business meetings with clients, partners, or job candidates
- Fines incurred while driving a company vehicle
- Non-business subscriptions/ training
- Personal trips
This list is not exhaustive. Please ask Human Resources (HR) about reimbursable expenses before you submit a claim.
When you plan to go on work-related trips, HR will typically arrange for most of your accommodation and transportation costs and document these expenses.
You need to:
- Document any expenses that our company hasn’t directly arranged for (e.g. taxi fares.) Please ask for bills and receipts whenever you can. You might also receive a per diem sum to cover other necessary travel expenses.
- Submit your reimbursement claim and submit an expense report with all necessary documentation. Please submit your claim/report within one month after your trip.
Your manager or HR is responsible for approving reimbursement claims. If your manager approves your expenses, you will receive your reimbursement within two pay periods.
When you incur work-related expenses, you should:
- Ask for your manager’s approval.
- Submit a reimbursement claim. Please submit receipts and bills for business dinners and transportation within one month.
We’ll investigate any excessive expenses. In cases of consistent falsified or exaggerated claims, we may take disciplinary action.