TrailheadGuide Accounts & PaymentsPersonal expenses & reimbursement
GP-03Guide accountNo assistant eval · Coverage unknown

Submit a Field Expense

The guide pays field costs with personal money, records each real expense once in its original currency, and waits for El Encuentro to reimburse it through Finance.

Track

Personal expenses & reimbursement

Phase

Guide account

Starts with

A reimbursable field cost has already occurred and the guide has the source details or receipt.

Ends with

The expense is pending Finance reimbursement in its original currency

Use a sample guide account to follow the financial event without exposing private or internal identifiers.

Before you start

Account
A sample guide account in the current season
Evidence
A safe sample movement, receipt, expense, reimbursement, or settlement case

Run the scenario

  1. 1GuideProfile > Account

    Review the summary and open Account movements.

    Expected evidence

    Movement type, amount, currency, date, and note explain the displayed position.

  2. 2GuideGuide account

    Review the source details and submit the personal expense once

    Expected evidence

    The expense is pending Finance reimbursement in its original currency

  3. 3AccountsGuide account review

    Confirm the resulting status and movement history.

    Expected evidence

    No history was deleted and no unsupported duplicate or offset was added.

Scenario completed

The expense is pending Finance reimbursement in its original currency

Account matter
Unrecorded or pending review→The expense is pending Finance reimbursement in its original currency

If it does not match

  • The amount, currency, date, purpose, or source evidence is missing.
  • An open reimbursement, advance, or unfamiliar movement needs Operations review before closure.