Use this template
Download the CSV and open it in Excel, Google Sheets or another spreadsheet tool. Replace the empty row with your records. Use one consistent currency per comparison and link evidence rather than storing passwords or sensitive account details.
- Describe the business need and affected team.
- Confirm supplier, amount, currency and recurring terms.
- Attach available evidence and note any missing information.
- Identify the reviewer, approver and required decision date.
Connect the record to the decision.
Use verified source information and assign responsibility before acting. Spends Control helps keep the relevant records together; your team confirms the policy and the final decision.
Explore the relevant toolReady to put these controls into action?
Bring your records and responsible people into one connected workflow.