The approval route
The process reconciles amount, category, attendees and the stated purpose. Where descriptions differ, the claimant receives a Narrative Clarification Request. The request may be answered in ordinary language, although several colleagues have developed templates to avoid the risk.
- 01Receipt
- 02Purpose
- 03Attendees
- 04Clarification
A request in motion
A hospitality expense describes a strategic engagement while the diary says lunch. The reviewer asks what business activity occurred and records the answer. Lunch is not disallowed from being strategic; strategy is simply not assumed to have occurred because lunch did.
