Engagement
Pre-close claim screening
Time-bound screening of open travel expense applications in the weeks before financial close.
Purpose
Before month-end or year-end close, finance teams often face a surge of late travel expense applications. Pre-close screening checks open batches for missing receipts, duplicated routes, and claims that exceed published limits — so questionable items are held before they hit the ledger.
What you send
Exports of open applications plus the supporting files already attached. We return a hold list and a clear list within the agreed window.
Next step
If close is within two weeks, contact us with the batch size and close date so we can confirm capacity.
Open this engagement
Share your claim period, approximate application count, and travel destinations. We will propose a sample and fee.
Request this audit