Gifts & Hospitality

Simplify tracking

• Easily automate routing of disclosures for review and approval with a built-in workflow
• Upload multiple gifts simultaneously with gift submission forms
• Better manage information with configurable data entry forms tailored to your needs

Identify policy variances—quickly

• Set and enforce giving and receiving limits for employees on each gift submission

• Establish automated checks for applicable limits

• Auto-approve gifts and hospitalities within company policy thresholds

Maintain compliance control

• Effortlessly store and track gift submissions from a central, organized repository
• Monitor all activity and trends from configurable online dashboards and reports
• Reliably know what has been reported and what actions have been taken to resolve issues