Part 6 Practice 1

To: All Regional Sales Staff From: Marcus Delaney, Operations Director Date: 14 March Subject: Updated Expense Reporting Procedure Beginning 1 April, all travel expense claims must be submitted through the new Vantage portal rather than the spreadsheet template we have used for the past several years. ¹³⁴ The finance department reports that manual entry errors have ¹³⁵ nearly doubled our processing time each quarter, and correcting those errors has required staff to contact claimants repeatedly for clarification. The new system offers several advantages. Receipts can be photographed and uploaded directly from a mobile device, eliminating the need to retain paper copies. Claims are routed automatically to the appropriate approver based on department and claim amount, which should reduce the delays that occur when an approver is traveling. Staff who submit claims before the fifteenth of each month ¹³⁶ reimbursement within ten business days. Training sessions will be held twice weekly throughout March, and each session lasts approximately forty minutes. Attendance is optional, but we strongly encourage anyone unfamiliar with the portal to register through the internal scheduling page. ¹³⁷ the transition period ends, no claims submitted in the old format will be accepted.