CSV · 11 checks
Month-end expense control checklist
A practical sequence covering capture, evidence, GST flags, duplicates, checking, reimbursements, petty cash, reconciliation and exports.
Download CSVFirst-party business resources
Practical expense-control tools your team can use today.
Download practical Fin Pager checklists and templates for month-end expense control, petty-cash reconciliation and approval-policy setup.
- Format
- Editable CSV templates
- Audience
- Owners, finance teams and managers
- Cost
- Free to download
- Last reviewed
- 2026-08-14
Download and adapt
Start with a reliable operating checklist.
These templates are intentionally simple. Assign an owner, adapt the rule to your business and keep the completed file with your month-end operating records.
CSV · Wallet ledger
Petty-cash wallet reconciliation template
Compare opening balance, funds added, business expenses, returns and expected closing balance employee by employee.
Download CSVCSV · 10 decisions
Expense approval policy worksheet
Document who submits, who checks, when proof is mandatory, how settlement works and which exceptions need review.
Download CSVPlain-language definition
Petty cash and reimbursement are not the same.
- Petty cash
- Business money is added to an employee wallet before spending. Eligible business expenses reduce the available wallet balance.
- Reimbursement
- An employee uses personal money for business. After required checking, the approved amount becomes ready for the business to pay.
Methodology and scope
Operational guidance, not tax advice.
Author: Fin Pager Product Team
Product review: 2026-08-14
The templates reflect Fin Pager workflow concepts and common internal-control steps. Adapt thresholds, evidence rules and approval authority with your accountant, tax adviser or auditor.
Verify the fit
Review the workflow with your real team size, branches and monthly expense volume.
A clearer way to control business money
Give your team one simple workflow from expense to settlement.
Start a workspace now, or book a guided demo around your real expense, petty-cash, reimbursement, recovery and people workflow.