Trips & Expense Reports
Permission to travel before the trip, what was spent on it, the policy each line is checked against, the per diem that applies, and the cards it was paid with. Moved here from Supply Chain: travel is something an employee does.
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Records
Travel Requests
What was approved before the trip. An expense type that needs pre-approval has nowhere to hide without one.
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Records
Expense Reports
Every line is checked against the policy for its type on submission, and the breach is named on the line — which rule, and by how much.
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Records
Expense Policy
The caps, the daily limits and the receipt thresholds each claim is measured against.
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Records
Per Diem Rates
Lodging, meals and incidentals by destination.
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Records
Corporate Cards
Who holds which card, and the account it settles to. What a card paid is not owed to the claimant again.
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