Approver reviews the statement and approves the completed template – confirmed via the addition of the approvers’ details in the purple box. Approver prints the template and signs it as authorisation.
Scan & Send: Finance Staff (copying in the approver) emails the AP team with attachments of the PDF copy of the statement, the receipts and the signed copy of the template. The email should also contain the excel version of the template.
Print & Send: the approver emails the AP team the excel version of the template. The statement, the original receipts and the signed copy of the template are sent to the central AP team.