経費精算の差し戻し対応
差し戻された経費精算について、指摘事項（領収書不足・上限超過・為替レート・区分誤り）を確認し、証憑を補完して再申請する会話。TOEIC頻出の会計語彙（expense report, per diem, itemized receipt, reimbursement, corporate card, out-of-pocket, exchange rate, approval など）を扱う。
- 差し戻し理由を英語で確認し、必要書類（itemized receipt 等）を即答できる
- 日当（per diem）やポリシー上限、為替レートの適用を正しく説明できる
- 個人立替（out-of-pocket）と会社カードの区別、支払いタイミングを合意できる
My expense report was sent back for clarification.
経費精算が差し戻しとなりましたので確認させてください。
差し戻しの冒頭で状況を伝える。
Could you specify which items need attention?
どの項目に対応が必要かご指定いただけますか？
指摘箇所の特定を依頼。
Do you require an itemized receipt?
明細付き領収書が必要でしょうか？
証憑の要件を確認。
Per policy, the per diem covers meals only.
ポリシー上、日当は食費のみ対象です。
日当の適用範囲を説明。
Should I apply the monthly corporate exchange rate?
月次の社内為替レートを適用すべきでしょうか？
換算レートの確認。
This was paid out of pocket; the rest is on my corporate card.
こちらは個人立替で、残りは会社カードでの支払いです。
支払手段の区別を明確化。
I’ll attach the missing receipts and resubmit by EOD.
不足分の領収書を添付し、本日中に再申請します。
是正計画と期限の提示。
When can I expect reimbursement once approved?
承認後、振込はいつ頃になりますか？
支払タイミングの確認。
Could you confirm if manager approval is sufficient?
上長の承認だけで十分かご確認いただけますか？
承認要件の確認。
Should the hotel be split into room, taxes, and breakfast?
ホテル代は客室、税金、朝食に分けて計上すべきでしょうか？
勘定科目・内訳の整理。
差し戻しを確認する
- 標準
- My reimbursement request was returned for missing documentation.
- 丁寧
- I saw that my reimbursement request was returned due to missing documentation.
- 簡潔
- My claim was returned for missing documents.
returned は申請が差し戻された時に使えます。
追加書類を添付する
- 標準
- I have attached the itemized receipt.
- 丁寧
- I have attached the itemized receipt for your review.
- 簡潔
- The itemized receipt is attached.
itemized receipt は明細付き領収書。経費精算で重要です。
再提出後の確認を依頼する
- 標準
- Could you confirm whether the resubmission is complete?
- 丁寧
- Could you please confirm whether the resubmitted claim now includes everything required?
- 簡潔
- Is the resubmission complete now?
everything required で「必要なもの一式」をまとめて表せます。
避けたい表現
You rejected my expense.
改善例
My reimbursement request was returned for missing documentation.
reject より returned の方が、修正可能な差し戻しとして自然です。
避けたい表現
I sent the receipt, check it.
改善例
I have attached the itemized receipt for your review.
for your review を添えると確認依頼が丁寧になります。
Your expense claim was returned because the hotel receipt was not itemized. Say you attached it and ask if the claim is complete.
ヒント: returned / itemized receipt / resubmission を使う
回答例
日本語訳を表示I saw that my reimbursement request was returned because the hotel receipt was not itemized. I have attached the itemized receipt. Could you confirm whether the resubmission is complete?
回答例
日本語訳を表示Subject
Resubmitted reimbursement request
English
Hi finance team,
I saw that my reimbursement request was returned due to missing documentation.
I have attached the itemized hotel receipt and resubmitted the claim in the portal.
Could you please confirm whether the claim now includes everything required?
Best,
日本語訳
経理チーム各位
書類不足により経費精算申請が差し戻されたことを確認しました。
明細付きホテル領収書を添付し、ポータルで申請を再提出しました。
必要書類がすべて揃っているかご確認いただけますでしょうか。
よろしくお願いします。
A (Employee)
日本語訳を表示Hi Kim, my expense report ER-1042 was sent back for clarification. Could you specify which items need attention?
A (Employee)
日本語訳を表示B (Finance Analyst)
日本語訳を表示Sure. Three items: the hotel receipt (folio) isn't itemized, the client dinner exceeds the per diem, and the taxi from the airport was coded as mileage.
B (Finance Analyst)
日本語訳を表示A (Employee)
日本語訳を表示Understood. Do you require an itemized receipt for the hotel? I can request one showing room, taxes, and breakfast.
A (Employee)
日本語訳を表示B (Finance Analyst)
日本語訳を表示Yes, please split the hotel into room, taxes, and breakfast. For the dinner, if it was a client meeting, list attendees and business purpose. The meal cap follows the per diem.
B (Finance Analyst)
日本語訳を表示A (Employee)
日本語訳を表示Got it. I'll reclassify the taxi as a receipt-based expense. Should I apply the monthly corporate exchange rate from JPY to USD?
A (Employee)
日本語訳を表示B (Finance Analyst)
日本語訳を表示Correct—the corporate rate for the travel month applies. Also, manager approval is sufficient for this report.
B (Finance Analyst)
日本語訳を表示A (Employee)
日本語訳を表示This dinner was out of pocket; the rest is on my corporate card. I’ll attach the missing receipts and resubmit by EOD.
A (Employee)
日本語訳を表示B (Finance Analyst)
日本語訳を表示Thanks. Once approved, reimbursement for out-of-pocket items will be included in the next payroll cycle.
B (Finance Analyst)
日本語訳を表示A (Employee)
日本語訳を表示Perfect. Could you confirm the per diem cap for dinners and whether tips are included?
A (Employee)
日本語訳を表示B (Finance Analyst)
日本語訳を表示Dinner cap is ¥4,000 and tips are included in the cap. Please add a short note if it exceeded due to client hosting.
B (Finance Analyst)
日本語訳を表示A (Employee)
日本語訳を表示Understood. I’ll update the notes, attach the itemized hotel receipt, and correct the taxi category.
A (Employee)
日本語訳を表示B (Finance Analyst)
日本語訳を表示Great. Once you resubmit, I’ll prioritize the review and let you know if anything else is needed.
B (Finance Analyst)
日本語訳を表示