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Brex updates (#8587)

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Updated handbook to reflect merge of help-brex-memos and help-travel Slack channels into help-brex channel, and for reaching out in g-business-operations for non-travel Brex purchases that would exceed a cardholder's monthly limit.
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Nathanael Holliday 2022-11-04 14:02:03 -05:00 committed by GitHub
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handbook/business-operations/README.md
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@ -45,7 +45,7 @@ When a device has been purchased, it's added to the [spreadsheet of company equi
### Attending conferences or company travel
When attending a conference or traveling for Fleet, please make a post in [#help-travel](https://fleetdm.slack.com/archives/C03V38WQFLG) on Slack with the following information:
When attending a conference or traveling for Fleet, please make a post in [#help-brex](https://fleetdm.slack.com/archives/C0396TYH4EP) on Slack with the following information:
- The start and end dates for your trip.
- The price of your flight (feel free to optimize a direct flight if there is one that is less than double the price of the cheapest non-direct flight).
- The price of your hotel per night (dry cleaning is allowable if the stay is over 3 days).
@ -57,6 +57,16 @@ When attending a conference or traveling for Fleet, please make a post in [#help
The monthly limit on your Brex card will be increased temporarily as necessary to accommodate the increased spending associated with the conference.
We highly recommend you order a physical Brex card if you do not have one before attending the conference.
### Non-travel purchases that exceed a Brex cardholder's limit
For non-travel purchases that would require an increase in the Brex cardholder's limit, please make a post in [#g-business-opeartions](https://fleetdm.slack.com/archives/C047N5L6EGH)) on Slack with the following information:
- The nature of the purchase (i.e. SaaS subscription and what it's used for)
- The cost of the purchase and whether it is a fixed or variable (i.e. use-based) cost.
- Whether it is a one time purchase or a recurring purchase and at what frequency the purchase will re-occur (annually, monthly, etc.)
- If there are more ideal options to pay for the purchase (i.e. bill.com, the Fleet AP Brex card, etc.) that method will be used instead.
- In general, recurring purchases such as subscription services that will continually stretch the spend limit on a cardholder's Brex card should be paid through other means.
- For one time purchases where payment via credit card is the most convenient then the card limit will be temporarily increased to accomodate the purchase.
### Coworking
Fleet will reimburse team members for coworking up to $100 USD per month. Please get prior approval from your manager, and then this reimbursement can be used for drop-in coworking or go towards a coworking membership. Once approved, get started by reaching out to the Charlie Chance via direct message in Slack.
@ -586,8 +596,7 @@ These groups maintain the following [Slack channels](https://fleetdm.com/handboo
| `#g-people` | Charlie Chance
| `#help-onboarding` | Charlie Chance
| `#g-business-operations` | Nathan Holliday
| `#help-brex-memos` | Nathan Holliday
| `#help-travel` | Nathan Holliday
| `#help-brex` | Nathan Holliday
| `#help-ceo` | Charlie Chance
| `#help-key-review-prep` | Charlie Chance