Engagement
Exception clearing support
Joint sessions with branch managers to resolve open expense exceptions after an audit sample.
Duration
Half-day or full-day sessions
Delivery
Central meeting room or at the client head office
Fee basis
Day rate plus preparation hours
Format
Facilitated clearing meetings
What we do
After an exception schedule is issued, managers often need a structured sitting to produce missing receipts, reclassify claims, or accept write-offs. We facilitate those sessions, keep a running clearance log, and note items that remain open for the next cycle.
Included
- Agenda built from the open exception list
- Facilitation with up to six managers per session
- Updated clearance log delivered within two business days
Best paired with
Our branch expense audit oversight engagement, or an internal sample your team already completed.