Process expenses and supplier bills
Available to
Finance Officer, authorised Department Manager, and authorised requester.Describe two related but distinct flows: reimbursable staff expenses and supplier bills. A supplier bill should be traceable to the approved purchase order and goods or service evidence whenever the organisation applies a matching control.
Steps
- Submit an expense with the approved receipt, business purpose, cost centre, and tax treatment; never attach unnecessary patient information.
- Route the expense through the approved manager and finance approval process.
- Enter a supplier bill against the correct supplier, company, currency, purchase order, and receipt or service evidence.
- Investigate price, quantity, tax, or receipt differences before posting. Use the approved exception and tolerance policy.
- Schedule payment only after the bill has passed the local approval and segregation-of-duties controls.