Accounting › Spend & Risk
Travel & Expense
What was actually booked, the receipt behind each line, the card charge that already paid it, and the ones worth auditing. The trip is requested and the claim raised in Supply Chain.
In Accounting → Spend & Risk · 8 screens
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Expense Claims | List | The same claims Supply Chain lists, read as finance reads them: what was spent, what the card already paid, what an advance covered, what is owed — and which ones are worth auditing. | 18 | 5 | 7 |
| Expense Lines | List | A line that needed a receipt and has none is the commonest reason a claim is queried, so the board says so on the face of it. | 18 | 36 | 2 |
| Receipts | List | A receipt arrives before the claim — photographed at the restaurant. What was read off it is kept apart from what was typed so a mismatch is visible, and the image fingerprint is the cheapest duplicate check there is. | 12 | 14 | 2 |
| Travel Bookings | List | What was actually booked, against the lowest compliant fare — the only honest measure of travel policy savings, and one almost nobody records. | 15 | 27 | 1 |
| Card Transactions | List | An unmatched card charge is not an outstanding claim — it is money gone with no explanation, and on a corporate-liability card the company has already paid it. | 13 | 18 | 1 |
| Expense Types | List | What may be claimed, what evidence it needs, and whether the tax on it is recoverable at all. Entertainment usually is not, and reclaiming it is an assessment waiting to happen. | 12 | 16 | 0 |
| Mileage Rates | List | Tiered, because 45p for the first 10,000 miles and 25p after is the normal case in several countries — and applying the headline rate to everything overpays. Per diem rates live with the rest of Travel & Expense, in Supply Chain. | 12 | 16 | 0 |
| Travel Spend | Read-only list | Cut the way a travel manager negotiates: by supplier, by route, by cabin class, with the savings against the lowest compliant fare. | 13 | 0 | 0 |