Use this template
Download the CSV and open it in Excel, Google Sheets or another spreadsheet tool. Replace the empty row with your records. Use one consistent currency per comparison and link evidence rather than storing passwords or sensitive account details.
- Define which purchases are permitted and which need prior approval.
- Set internal thresholds and identify authorized approvers.
- Specify the evidence needed, prohibited expenses and exception process.
- Confirm the policy with the people responsible for finance and applicable local requirements. This planning template is not legal advice.
Connect the record to the decision.
Use verified source information and assign responsibility before acting. Spends Control helps keep the relevant records together; your team confirms the policy and the final decision.
Explore the relevant toolReady to put these controls into action?
Bring your records and responsible people into one connected workflow.