Reimbursements

Purpose: A reimbursement is a purchase made by a team member for a “reasonable and necessary” expense to move a project forward. This helps us accurately show our project costs in real time and keep down cost creep. For purchases over $100, it must be approved by the project manager. The receipts for reimbursement must be uploaded immediately using the form below.

Purchase

  1. Make the purchase. Add it to the accounts at the following stores: Home Depot (810-941-8479), Lowe’s (810-941-8479). See if you can find a discount (i.e. Pro Account, 11 percent discount, etc)

  2. Fill out the form immediately.

    1. PO # will be found in Monday.com Projects under PO for that job. If there is no PO, put 0.

    2. Cost Code: Is the code associated with the majority of the items purchased.

    3. Vendor: Where the purchase was made

    4. Amount: The amount the items were purchased for.

    5. Description: A description of the items purchased.

    6. Transaction Type: The type of transaction used like a Credit Card, etc. There should be no cash used.

    7. Account: Who’s account was used - a personal account, business credit card, an account credit line, etc

    8. Check #: The number on the check

    9. Receipt upload: An upload of the receipt or proof of the transaction.

Returns

  1. Make any necessary returns at your earliest convenience (within 72 hours). This will fight against project cost creep.

  2. Using the purchasing card or receipt, return the item. (The receipt can also be found on the Pro Accounts above)

  3. Upload the return receipt using the form below but mark the Transaction type as “Returns.”