Records and local rule
Original shared-expense policy requires both remaining receipt support and the claimant’s evidenced personal payment not already assigned to an accepted claim. Receipt R300 totals HKD 300, personally paid Ada 180 / Bo 120. Ada already has an accepted claim of 150; Bo has no previous claim and now proposes 150. Ada’s unassigned payment cannot support Bo’s claim without a separately authorised arrangement, absent here.
| Record | Receipt / payer | Amount | Evidence state |
|---|---|---|---|
| Payment Ada | R300 / Ada | 180 | Confirmed personal payment |
| Payment Bo | R300 / Bo | 120 | Confirmed personal payment |
| Accepted claim A | R300 / Ada | 150 | Accepted allocation |
| Proposed claim B | R300 / Bo | 150 | Proposed only |
Process the recorded case
- Match the receipt and actual staff payers
- Read accepted claims against each payer’s evidenced share
- Check both global receipt remainder and personal remainder
- Hold unsupported personal excess for corrected scope or evidence
A shared receipt cannot silently transfer one employee’s unclaimed outlay to another employee. Missing payer evidence stays pending.
Check the outcome
Can B’s 150 be accepted because the receipt has 150 remaining?
Show the worked answer
No. Global remainder 300−150=150 fits, but Bo’s own 120−0=120 support is 30 short. Ada’s unassigned 180−150=30 is not evidence of Bo’s outlay. Hold B’s proposal rather than silently cap or transfer it.