Overview
All team members with an IN company credit card must follow this SOP for usage, receipt management, and expense coding.
CC Log Process
- Every credit card transaction must be logged in the CC Log within 24 hours of the purchase
- Include: date, vendor, amount, project code, category code, and brief description
- Attach the receipt to the log entry
Receipt Naming Convention
All receipts must follow this naming format:
[DATE]_[VENDOR]_[AMOUNT]_[PROJECT CODE]
Example: 2025-03-15_HomeDepot_$247.50_MAIL.FLAG.04.24.CON
Coding Requirements
- Every transaction must have both a Category Code and a Project Code
- Category codes match the budget tool categories (see Expensify SOP for full list)
- Project codes are found in the internal tracker's Project Data tabs
- Internal/OPEX expenses use the code "INTERNAL" with project code "IN-Team 2026"
Rules
- Company cards are for business expenses only
- Personal purchases on company cards must be reported and reimbursed immediately
- Lost or stolen cards must be reported to Finance within 1 hour
- Cards must not be shared with vendors, freelancers, or non-employees