5 Things to Include in Your Client's Expense Policy

When your firm expands your client advisory services to include spend management advisory, one area where you can advise your clients is in the creation of an expense policy for their business. 

An expense policy is a set of guidelines or rules that communicate exactly what purchases are and are not appropriate for employees to make with the company’s money. Creating an expense policy is about creating clear communication and trust between your client and their employees. There are always exceptions and gray areas, so having a policy in place will help enforce and streamline your client’s use of BILL Spend & Expense. 
 

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