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How to write your own Expense Reimbursement Plan

You can create your customized editable version of this contract document using Contractors Contract Pack. Follow these steps to get started.


The Expense Reimbursement Plan is used to outline your company's plan for managing expenses that employees can be reimbursed for.
Document Length: 1 Page
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1. Get Contractors Contract Pack, which includes this business contract document.

We include this Expense Reimbursement Plan in editable Word format that can be customized using your office software.

2. Download and install after ordering.

Once you have ordered and downloaded your Contractors Contract Pack you will have all the content you need to get started.

3. Customize the contract template with your information.

You can customize the contract document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Expense Reimbursement Plan

How do you write a Expense Reimbursement Plan document?



Accountability Plan: Declarations and Conditions. Company Name ("Company") wishes to establish an employee expense reimbursement plan, by which employees in the employ of Company may be reimbursed for approved expenses or receive advances for specific future expenses so long as those expenses are properly documented and approved prior to disbursement.

A reimbursement request shall be deemed appropriate if it meets the following guidelines:

The expense is considered to be necessary and ordinary and is connected to, or incurred on behalf of Company's business operations or the performance of an employee's normal job functions or travel. The expense has been approved by Company and the employee's purchase of goods or services is merely for the convenience of Company. The expense is suitably documented and substantiated and submitted to Company within a reasonable period of time. For the purposes of this plan document, "reasonable period of time" shall be considered as submitted for reimbursement within 60 days of when the expense was occurred and paid for by the employee.

Any advanced monies given to employees in excess of what is required are returned to Company within 60 days of disbursement. A reimbursement request that meets the above conditions shall be considered to be covered under the Company accountability plan. All reimbursements shall be excluded from an employee's gross pay and shall be remitted to the employee by check or by direct reimbursement as a line item on the employee's normal paycheck.

Accountability Plan: Exceptions

Notwithstanding the above, the following items shall not be considered to be reimbursable expenses under this plan and may be subject to other Company policies that fall outside of the scope of this accountability plan. The above-listed guidelines constitute the Company's Accountability Plan and in no way limit Company's ability to further limit the amount of monies that an employee may be reimbursed. Company reserves the right to modify this plan at any time or to develop plan limitations on an individual employee basis.

The complete Expense Reimbursement Plan - with the actual formatting and layout - is available in this Contract Pack.
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Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a contract management system.

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