Page 104 - Sales and Operations Handbook for Managers.pdf

Procedure

Each DSM and RSM has an overall monthly budget for each

budget code (based on the number of stores, employees,

etc). DSMs and RSMs may need to get a department’s

approval for business expenses depending on what is being

purchased.

DSM and RSM need to upload receipts to the credit card

portal no later than the 5th of every month for the

preceding month. Budget codes should be included,

location, and type of expense for each transaction. On a

monthly basis, DSM, RSM, Sales of Directors, and President
of Sales need to review monthly expenses of direct reports

to ensure compliance with budget.