# Expense claim process survey

Find unclear requirements in submitting and tracking an expense claim.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

## 1. Were eligible items and required documents clear?

Answer: ____________________

## 2. Which submission step caused confusion?

Answer: ____________________

## 3. Could you find the claim status?

Answer: ____________________

## 4. What explanation would help after a rejected item?

Answer: ____________________

## 5. What should be clearer before spending occurs?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Eligibility and documentation understanding affects whether employees can prepare a valid claim. Clarify the specific requirement against approved policy without requesting bank information or unnecessary receipt details.
2. Submission confusion identifies a step where employees cannot translate requirements into an accepted request. Inspect field guidance and document instructions before assuming a rejection means the policy was misunderstood.
3. Status discovery determines whether employees can distinguish received, under review and completed claims. Improve the actual tracking route without promising approval or a payment date that is not confirmed.
4. A rejected item needs an explanation linking the decision to an applicable requirement. Identify what clarification would support a permitted next step without collecting confidential financial records.
5. Prespending gaps reveal policy information employees need before incurring a cost. Publish verified eligibility and approval guidance rather than treating a submitted claim as evidence that spending was authorized.

Interpretation caution: Do not collect bank details or receipts containing unnecessary personal data.