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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 ### 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 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 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). - 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. 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. 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 ### 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. 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 | `#g-people` | Charlie Chance
| `#help-onboarding` | Charlie Chance | `#help-onboarding` | Charlie Chance
| `#g-business-operations` | Nathan Holliday | `#g-business-operations` | Nathan Holliday
| `#help-brex-memos` | Nathan Holliday | `#help-brex` | Nathan Holliday
| `#help-travel` | Nathan Holliday
| `#help-ceo` | Charlie Chance | `#help-ceo` | Charlie Chance
| `#help-key-review-prep` | Charlie Chance | `#help-key-review-prep` | Charlie Chance