From 24dee2e76d49f8d3d12e92b9c5add720fafef78c Mon Sep 17 00:00:00 2001 From: Nathanael Holliday <100959072+hollidayn@users.noreply.github.com> Date: Fri, 4 Nov 2022 14:02:03 -0500 Subject: [PATCH] Brex updates (#8587) 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. --- handbook/business-operations/README.md | 15 ++++++++++++--- 1 file changed, 12 insertions(+), 3 deletions(-) diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index f9d3c5f6a0..3cf939497d 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -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