You have been Jeri Santos' sales manager for more than seven years. During that time, Jeri has exhibited consistent dedication to the company, her sales team, and her customers. Her behavior has been beyond reproach-and for the previous two years, Jeri has received the Salesperson of the Year Award for the company. Besides being an outstanding performer for the company, she is a genuinely nice person with a winning personality. Looking over Jeri's latest expense report, you noticed that she had meal expenses for herself and a customer last Thursday. However, you remember making a phone call to that same customer on the very same day to follow up with some information he had requested and being informed that he was out of town for the week. Your company has very strict policies regarding business expenses. What should you do? 1. Assume Jeri just made a simple mistake by recording the wrong date and let it go-no follow up action is required. 2. Notify Jeri and the company's accounting department that the specific meal expense is not reimbursable. 3. Discuss the situation with Jeri and ask for clarification.

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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You have been Jeri Santos' sales manager for more than seven years. During that time, Jeri has exhibited consistent
dedication to the company, her sales team, and her customers. Her behavior has been beyond reproach-and for the
previous two years, Jeri has received the Salesperson of the Year Award for the company. Besides being an outstanding
performer for the company, she is a genuinely nice person with a winning personality. Looking over Jeri's latest expense
report, you noticed that she had meal expenses for herself and a customer last Thursday. However, you remember
making a phone call to that same customer on the very same day to follow up with some information he had requested
and being informed that he was out of town for the week. Your company has very strict policies regarding business
expenses.
What should you do?
1. Assume Jeri just made a simple mistake by recording the wrong date and let it go-no follow up action is required.
2. Notify Jeri and the company's accounting department that the specific meal expense is not reimbursable.
3. Discuss the situation with Jeri and ask for clarification.
Transcribed Image Text:You have been Jeri Santos' sales manager for more than seven years. During that time, Jeri has exhibited consistent dedication to the company, her sales team, and her customers. Her behavior has been beyond reproach-and for the previous two years, Jeri has received the Salesperson of the Year Award for the company. Besides being an outstanding performer for the company, she is a genuinely nice person with a winning personality. Looking over Jeri's latest expense report, you noticed that she had meal expenses for herself and a customer last Thursday. However, you remember making a phone call to that same customer on the very same day to follow up with some information he had requested and being informed that he was out of town for the week. Your company has very strict policies regarding business expenses. What should you do? 1. Assume Jeri just made a simple mistake by recording the wrong date and let it go-no follow up action is required. 2. Notify Jeri and the company's accounting department that the specific meal expense is not reimbursable. 3. Discuss the situation with Jeri and ask for clarification.
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