Guides

Notes from the desk

Name: Harbourline Bank
Address: 221 The Green, Leeds LS28 2KB, United Kingdom
Telephone: +44 113 1978577

Short guides on spend policies, approvals, receipts and the month's close, written from the questions small teams bring us. General information only.

Setting up

Writing a spend policy on one page
A spend policy only works if people read it, so keep it to one page your newest starter can follow.
5 min read
Teams

Naming an owner for every budget
Budgets without a named owner drift, so give each one a person who knows what it is for and why.
4 min read
Receipts

Receipt habits that actually stick
Small habits beat big reminders: a photo at the till, a note on what it was for, and no saving it for later.
4 min read
Month-end

A calm checklist for closing the month
A short list of things to check before the month is handed over, so the last Friday stays an ordinary Friday.
6 min read
Setting up

Setting up a card for a new starter
What to decide before a new hire's first day, from which budgets they can use to who approves their requests.
5 min read
Approvals

When to say no to a request
Declining a spend is part of the job, and a clear reason keeps the conversation friendly instead of awkward.
4 min read
Month-end

Handing the month to your bookkeeper
What a bookkeeper usually hopes to receive, and how to package the month so they have fewer questions for you.
5 min read
Approvals

Choosing who approves what
The right approver is the person closest to the budget, not always the most senior person in the room.
4 min read

Tell us how this month went.

Tell us how your team spends now, who holds a card, who signs off and where receipts end up, and a person at our desk replies by email. Nothing is opened here.

Notes from the desk

Writing a spend policy on one page

Naming an owner for every budget

Receipt habits that actually stick

A calm checklist for closing the month

Setting up a card for a new starter

When to say no to a request

Handing the month to your bookkeeper

Choosing who approves what

Tell us how this month went.

Thank you!

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