Start with a clear source
These guides concern the evidence behind a business record. A receipt, a reimbursement request and a bank movement may describe related parts of one event, but they are not interchangeable documents. Keep each source and its role visible.
Choose the question you need to resolve
Work from the actual purchase and retain questions about classification or treatment for the appropriate reviewer. Do not infer deductibility, approval or policy compliance merely because a document looks complete.
Keep your next step connected
The guides below follow the work from its source to its review and handoff. Open the task that matches your question, use its example to check your reasoning and follow the related links when another record needs attention. Retain your own source evidence and the person responsible for the final decision.