Executive summary

The T and E process from request and booking through spend, claim, approval, audit and reimbursement. This is the Travel and Expense (T and E) Workflow from the Stratenity Library, a governed strategic execution asset that is already built for you. It gives your team the full working method for travel and expense, and it walks through everything from the t and e lifecycle from request to reimbursement to audit, fraud detection and assurance. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this workflow covers

This is a preview of the full deliverable. Inside the Stratenity Library, this workflow walks your team through the complete method, section by section, with a worked client example threaded throughout.

  • Context, Scope and Objectives
  • Approach and Methodology
  • The T and E Lifecycle from Request to Reimbursement
  • Policy Architecture and Spend Controls
  • Booking, the Corporate Card and Spend Capture
  • Claim, Approval and the RACI

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