Expense Management

Expense management is how staff get paid back without the finance team chasing paper. Submit, approve, and reimburse on one record that also writes the journal entry.

Expenses left to email and a shoebox of receipts turn approvals into guesses and the month-end total into a surprise. Tying the claim, the receipt, and the approval together is what makes the spent amount match the approved amount and the booked amount.

What you can do

• Submit claims with receipts. Capture the amount, the category, and the receipt in one claim.
• Route for approval. Send claims through your own approval workflow, by amount or type, before they are paid.
• Reimburse against the claim. Pay the employee back against the approved claim, with a clear record.
• Post the entry automatically. On approval, the expense journal is created in the right account, with no manual entry.

How it works

A claim is submitted with its receipt, routed through the approval workflow, and on approval the expense journal posts automatically. Because the claim, the approval, and the journal share one record, the expense total at month-end is already tied to the books rather than rebuilt from emails.