Included with Atrium Form Builder & Approvals

Gifts and hospitality register for SharePoint

Declare, approve and record every gift and hospitality offer, in SharePoint. Staff declare what they are offered or give, accepted or declined. Approvals follow your limits, risky offers go to Compliance, and every declaration lands in one register you can filter and export.

£1,495 + VAT, one Microsoft 365 tenant, with every other form you build. No Power Apps Premium.

Try it live and order itAbout Form Builder & Approvals
The gifts and hospitality declaration form in Atrium Form Builder & Approvals
The gifts and hospitality form, running live with sample data.

Why a register matters

Gifts and hospitality are a normal part of business, and UK law accepts that. What it expects is control: limits people understand, approval when an offer is unusual, and a record that shows decisions were made properly. If something goes wrong, that record is how an organisation shows it had adequate procedures in place.

A summary for orientation, not legal advice. Check your limits with your compliance or legal team.

What the form asks

  • Offered to us or given by us, and what kind: gift, meal, event, travel or accommodation
  • The organisation, their relationship with you, and whether a tender or negotiation is live
  • Estimated value per person, and other offers from them in the last 12 months
  • Cash, vouchers and gift cards flagged with a warning
  • Accept or decline, a business reason, and a signed declaration

How approvals route

Under £25
Recorded in the register, no approval
£25 to £75
The person’s manager, from Microsoft 365
Over £75
Manager, then Compliance
Higher risk
Live tenders, public officials, cash, travel or £100+ from one source in 12 months go to Compliance at any value
Declined
Recorded, no approval needed

For public bodies

A stricter template follows the SSRO’s published policy: gifts over £50 and more than £200 from one source in a year are not normally accepted; meals paid for by others and tickets to sporting or leisure events are refused; donations and speaking fees are declined; and the Chief Executive authorises anything accepted or given, including what happens to an accepted gift. Both registers export as CSV for publication and Freedom of Information requests.

Make it match your policy

The limits above are defaults. Site owners change the thresholds, questions, approvers and wording in the designer without code, try the route before publishing, and download the register as CSV for audit committees.

Two minutes, filmed in SharePoint Online: install, design a form, submit, approve, gifts and hospitality, and where the data is kept.

Want it set up for you?

Our Microsoft 365 consultants can brand, install and launch Atrium on your tenant in days. Or buy the packages and do it yourself in an afternoon: templates from £1,200, web parts from £95, plus VAT.

↑