What to do if you need to make a purchase using a company credit or debit card.
If you have a FINALLY bank card, please adhere to the following rules:
- Don’t share your card details or card - You are responsible for the transaction on your card and, therefore, providing information and receipts for them. If someone needs to make a purchase and they don’t have a card then they must speak to SLT for payment options.
- VAT receipts should be acquired for all purchases (receipts should have a VAT No at the bottom + not confirmation emails).
- These should be photographed and uploaded to the “missing receipts” channel on Slack - pop on when you get the receipt, then you don't have to hold on to it etc
- Receipts must be sent as soon as they are obtained to avoid delays with our finance software.
- If your transaction is online, invoices or receipts should be emailed to accounts@finally.agency with a description of what they are for and who: client or FINALLY.
- Any purchases above £250 need to be run past Finance before the purchase is made to make sure sufficient funds are available in the account being used.
- If you know of a large purchase, a warning to finance will help ease cash flow.
The above is so we can remain financially compliant, and VAT returns can be filed promptly.