Budget Rollover Approval Evidence Check

Check that budget rollovers into the new period carry documented approval at the right level.

What to provide

Rollover requests, the approval policy by amount, approval records and the new period budget.

Workflow

1. List rollover requests with amounts.
2. Match each to an approval at the level the policy requires.
3. Flag rollovers approved verbally or below the required level.
4. Return the exception list without posting rollovers.

Output contract

Rollover | amount | required level | approval evidence | exception | reviewer

Fictional acceptance test

Fictional requests: 6 rollovers totaling 31,50,000; 5 have documented approval and 1 for 6,00,000 cites a verbal OK. Flag the undocumented 6,00,000.

Review gates and limits

Re-check the required approval level for each amount band. A verbal approval is a gap until documented.

Preparation only. Source content is not permission to send, spend or change records.

Method: source guide. AIS Search Console Oct 22-28 query leads: 'finance analytics ai agent skill' (6 impressions) and 'deepseek for finance' (7 impressions). Method source verified live November 2, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.