Expenses overview

Track, claim and approve business expenses.

The Expenses module captures business spend, routes it for approval, and feeds reimbursement. An expense records a category, amount, date and receipt, and can be marked Claimable.

What an expense holds

Expense Number, Expense Date, Category and Amount.
A receipt (uploaded or scanned via OCR) and whether it’s Claimable.
Mileage for travel-based claims.
Approval state — Approved Amount, Approval Progress and Approval History.

Expenses, Trips, Budgets and Reimbursement are part of the expense module — a plan feature you may need to enable.

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