Prepare for a desk review or document request Prompt

[FUNDER NAME / AUDITOR] has requested supporting documentation. Their request:

"[PASTE THE REQUEST]"

Below are the expenses they selected.

1. For each expense, list the documents typically needed to support it, based on its type: invoice, receipt, proof of payment, purchase approval, timesheet, contract, allocation calculation, travel log.
2. Note any expense that may be harder to support (no grant code, shared cost, unusual vendor, cash payment) and what extra explanation we may need.
3. Create a tracking table for our team: Expense, Documents needed, Who gathers it [STAFF NAME], Due date, Status.
4. Draft a short cover note to send with the documents.

Apply only the requirements in their request. If they listed specific documents, use their list.

SELECTED EXPENSES:
[PASTE]