Big Red Bicycle Coaching Training plan Expense Reimbursement

Date:29/08/2018 Attendance: Adeildo Amorim (manager of sales team A) and Bill Petty cash:
Goodale
Venue: Big Red Bicycle
Duration: 23 minutes

 Big Red Bicycle maintains a petty cash system to allow authorised personnel to pay for small expenditures (expenses) in
connection with business activity.
1.Explain budget to team 2.Staff will not be reimbursed in the following 5.Accommodation expenses:
member’s/responsibilities circumstances:

Any late payment penalties/fines, e.g. overdue/late interest (extra

money) on credit card
Bill Goodale
3.Travel expenses claims

-Insurance for trip cancellation will be reimbursed/paid back.

6.Employees have authority to Stopovers or indirect routes will not be reimbursed. 6.Appropriate advance
approve expenses -Travel available; circumstances will be considered on a ‘case-by-case’ basis. payments may be authorised:

Up to the amount in their individual 4.Employee’s own meals:

job description. Any expenditure
claims above the level of their Will be reimbursed for any reasonable and appropriate/correct meal
job/title or position must be expenses.
forwarded to supervisor for approval.

7.Amounts over $800 must be banked.

Satisfactory
Did the candidate: Yes No

VER 01 mj Review july 2019

 Role-play support of team member? Y
Submit copy of coaching/training plan? Y
Complete assessment within agreed deadline? Y
Candidate’s name:
Assessor’s name:
Assessor’s sign:
Assessment date/s:

VER 01 mj Review july 2019