Travel
Class, hotels, allowances.
All policies & documentation services
Policies & Documentation
Expense, Travel and Procurement Policies
FinAura writes the policies that govern how your company spends: travel classes and hotel limits, daily allowances, what can be claimed and with which bills, how purchases are requested, quoted, approved and ordered, and which vendors can be used. Rules are clear enough to apply without debate and designed to capture GST credit.
- Written for your company, not templates
- Drafting support, ready for legal review
- Bangalore and across India
What is covered
What Expense, Travel and Procurement Policies Covers
How money is spent, agreed in advance.
Expenses
What can be claimed, with what proof.
GST capture
Bills in the company's GSTIN.
Purchase requests
Who asks, who approves.
Quotes and vendors
When quotes are needed.
Exceptions
How they are approved.
How the month runs
How It Works
Review, draft, approve, apply.
Step 1
Review
- Current spend
- Problems
- Benchmarks
Step 2
Draft
- Limits
- Approvals
- Proof rules
Step 3
Approve
- Management
- Communicate
- Effective date
Step 4
Apply
- In expense tool
- In purchase flow
- Review after 3 months
Your part
What We Need From You
- 01Current spending data
- 02Existing policy, if any
- 03Approval limits
- 04Vendor list
Our part
What You Get
- Clear limits and approvals
- More GST credit captured
- Fewer disputes on claims
- Purchasing under control
A common question
What makes an expense policy work?
Specific limits rather than 'reasonable' amounts, clear proof requirements, the company's GSTIN on bills, and approvals built into the expense tool.
When the rules are clear, most claims pass without discussion and the exceptions stand out.
See employee expense managementSpendControlled
ApprovalsBuilt into tools
RulesLimits and proof
Who it is for
Who It Is For
Companies with travelling staff
Sales and field teams.
Businesses buying from many vendors
Purchase control.
Companies losing GST credit
On travel and hotels.
Finance teams arguing over claims
Clear rules.
The rules, in plain English
What the Law Says
CGST Act, 2017
Sections 16 and 17(5)
Credit is available on eligible business expenses with a valid invoice in the company's GSTIN, and blocked on some categories such as food and personal-use items.
Official source: cbic-gst.gov.inThis is general information, not advice for your situation; we confirm what applies to you before any work starts.
Questions we get asked
Expense, Travel and Procurement Policies: Questions, Answered
What should a travel policy include?
Travel class by grade, hotel limits by city, daily allowances, booking rules, advances and the proof needed for claims.
How does a policy help with GST credit?
By requiring bills in the company's name and GSTIN where possible, so credit can be claimed on eligible expenses.
When should purchases need quotes?
Above an amount you set, with more quotes for larger purchases; we help set sensible levels.
Can the policy be set up in our expense tool?
Yes, limits and approvals can be configured in Zoho Expense or similar tools.
Often Taken Together
All 11 Policies & Documentation services01Policies & DocumentationDelegation of Authority MatrixWho can approve what, up to how much, written down and built into your systems.02Policies & DocumentationFinance and Accounting PoliciesAccounting policy manual, delegation of authority matrix, capitalisation and depreciation policies, and month-end procedures.03Accounting & FinanceFinance OperationsReconciliations, payables, receivables and a predictable month-end close.04Systems & ControlsInternal Audit & ControlsInternal audit, controls design and testing, SOP and process implementation.