Clear rules for capturing receipts, approving spending, invoicing and keeping your books accurate and HMRC-ready.
Starting a business
Bookkeeping and Receipts Policy
About this document
A written financial procedures policy for a small business. It tells everyone who spends or handles the business’s money what evidence to keep, how to claim expenses, who approves what, and how the books are kept and checked. It reduces lost receipts, disallowed VAT claims, errors and fraud.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Starting a business
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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