Account Managers and Area Assistants servicing customers on route requiring an overnight stay in hotel
Overnight Meal Per Diem – all other overnight travel $55:
WH support, all team meeting, trade shows, store openings
Extended Day Dinner Allowance $30:
atypical workday requiring travel late into the evening but not requiring an overnight stay
Other Meal Expense Types
Business Meals (attendees): highest-ranking member should pay for the meal and add the names of ALL team members present.
Use comment section, business purpose field or write on receipt
Meal Training and Education:
New team member meals during onboarding OR
When a current TM uses their PCard to purchase meals for a new team member they are training that hasn’t been through onboarding (**list “Training new TM name” in business purpose field)
Hotel
Hotel Route Overnight:
Team Members servicing VCPs on route
Hotel Business Development:
Team Members prospecting VCPs and store openings
Hotel Trade Shows:
NACS, GACS, PACE, IMPACT etc.
Hotel Training and Education:
All Team Meeting, Leaders Conference, other training opportunities
Hotel Warehouse Support:
Team Members overnight travel to support other districts for anything other than a route overnight
Supplies
Warehouse:
water, work gloves, tools, cleaning supplies, electrical cords
General Office:
pens, furniture, filing cabinet, calculator
Computer:
ink, paper, keyboard, mouse
Store Setup:
onion, pepper, bungy cords, tape
AR Personal Expense
Accidental personal use of your company card
Choose “AR-Personal Expense” and we will deduct charges from next paycheck
Use comment section to explain charges
Intentional use of your company card for personal expenses is a violation of company policy
Fraudulent Charges
All fraudulent charges still need to be added to an expense report
Code charges and credits to “AR-Company Billover” and use comment section to note explanation
All suspicious activity must be reported to Joyce Shew or Bryan Berry ASAP
Out of Pocket Expenses
Submit in expense report using appropriate expense type i.e. HOTEL – ROUTE OVERNIGHT
Choose Out-of-Pocket under Payment Type
Reimbursements will be included in following paycheck
TOP 5 MOST COMMON MISTAKES
Submitting meal per diem without corresponding hotel overnight charge.
All per diem expenses submitted without a hotel overnight charge will be sent back to team member for correction or explanation.
Choosing Overnight Meal Per Diem – all other overnight travel.
Please use Route Overnight Meal Per Diem for route overnight stays
Choosing Business Meal Attendees without including all team members included with the meal purchase
Please add TM names in the comments, business purpose field, or on the receipt
Choosing Hotel – Business Development for All Team and Leaders Meeting
Please use Hotel – Training and Education
Work gloves should be coded under Supplies – Warehouse