Stock and Cash · As needed

Store Expense Approval Checklist

What a store must submit before a local expense is approved and paid.

A store expense approval checklist is the short form a store manager fills whenever the store needs to spend money locally, such as a repair, a courier, housekeeping supplies or a small event. It collects everything the approver needs in one place: what the expense is, who the vendor is, the amount in rupees, a photo of the GST invoice, the reason, the budget head and how urgent it is. The Store Manager raises it as needed, and the Area Manager approves or rejects it. It is an approval, not an audit, so there is no score. A complete request is usually approved the same day, while a missing invoice sends it straight back.

Free. No form. The workbook has the same columns as the table below, with the score formula and a fatal-item check in place.

Filled by
Store Manager
Reviewed by
Area Manager
Cadence
As needed
Time
About 5 minutes
Items
10 across 3 sections
Photos
1 required
Score
Not scored. A complete entry is the standard.
Store formats
All own-store formats
The full template

Every item, with the question the store manager answers on the phone.

Expense details 4 items

#ItemAudit questionAnswerPhotoWhat good looks like
1Expense typeWhat kind of expense is this, such as repair, housekeeping, courier, local purchase or event?TextNoOne expense type from the brand's list, with a short description of the item or service.
2Vendor and GSTINWhich vendor supplied the goods or service, and what is their GSTIN?TextNoVendor's registered name as on the invoice and a 15 character GSTIN, or unregistered noted.
3Amount in rupeesWhat is the total amount in rupees, including GST?NumberNoTotal from the invoice including GST, matching the invoice to the rupee.
4Date of expenseOn what date was the expense incurred or the work done?TextNoDate in day, month and year, matching the date printed on the invoice.

Proof 3 items

#ItemAudit questionAnswerPhotoWhat good looks like
5GST invoice photoCan you attach a clear photo of the GST invoice or bill?PhotoRequiredWhole invoice in frame, vendor GSTIN, invoice number, date and total readable.
6Work or item photoCan you attach a photo of the work done or the item bought, before and after where it applies?PhotoOptionalShows the repaired fixture or purchased item in the store, before and after for repairs.
7Quotes comparedWhich other quotes were taken, and why was this vendor chosen?TextNoNames at least one other quote with its amount, or explains why only one was possible.

Approval 3 items

#ItemAudit questionAnswerPhotoWhat good looks like
8Reason for expenseWhy does the store need this expense now?TextNoOne or two lines on what broke or ran out and how it affects customers or staff.
9Budget headWhich budget head does this expense go against, such as maintenance, VM, housekeeping or local marketing?TextNoOne budget head from the brand's list, matching the expense type above.
10Urgency levelHow urgent is this, and what happens to the store if it waits a week?TextNoMarks urgent, this week or can wait, with the effect on the store in one line.
Take it with you.Excel workbook: one row per item, answer and remark columns, score and fatal-item formulas, an About sheet with cadence and roles.
Download Store Expense Approval Checklist (.xlsx) ↓
In BorentisOps

The same template, with proof.

Loaded into BorentisOps, each required photo is live, GPS and time-stamped, so a photo from yesterday or another store does not pass. Where the brand has a docket or display standard, Drishti scores the photo against it and marks the misses. Every fail raises a ticket with an owner and a deadline, and the area manager sees the store on a heat map before the next visit.

The checklist runs offline and syncs when signal returns, in Hindi, English and Hinglish, and the operations score sits next to the store's selling score from Borentis Floor on one store card. Pricing is per store, so every store manager and staff member in the store is on the app.

Import
The Excel keeps the columns BorentisOps reads: section, item, question, answer type, photo rule, weight, fatal. A Borentis onboarding person maps roles and stores.
Assign
By role and cadence per store format: this template to every store manager, as needed.
Prove
Live photo with GPS and time. Drishti verdict against the docket where one exists.
Fix
Fail becomes a ticket with SLA escalation: store, area, region.
FAQs

About this template.

Why ask for a GST invoice photo?

Without a GST invoice the brand cannot claim input tax credit on the expense, and finance has no proof the money was spent as described. A photo taken at the time of the request, rather than a paper bill sent at month end, means nothing gets lost between the store and the head office. Requests without an invoice are sent back before they reach the approver.

Is there a limit on what a store can spend?

That is set by each brand. Most brands set a limit per request and per month, above which the approval moves from the Area Manager to the Regional Head. In BorentisOps the approval route follows the amount, so a request above the limit goes to the right person automatically. The checklist itself stays the same whatever the amount.

How is this different from a maintenance ticket?

A maintenance ticket says something is broken and needs fixing. An expense approval says the store wants to spend money, on a repair or on anything else. Often a ticket leads to an expense: the AC fails, a ticket is raised, a local technician quotes, and the Store Manager raises this checklist with the quote and invoice so the spend is approved and paid.

Can I import this template into BorentisOps?

Yes. The Excel download keeps the same columns BorentisOps uses: section, item, question, answer type, photo rule, weight and fatal flag, so it imports as a checklist without retyping. A Borentis onboarding person maps the roles and stores, sets who fills it and who reviews it, and schedules it so it reaches the right phone at the right time. You can edit, add or remove items before or after the import.