Employee expenses, approvals, policies and spend controls.
Book a Demo
Expense Management puts policy where the employee is.
ExpensesLimit$80 a head
ReceiptAttached
Over by$16.00 · flagged
Rule shown before submitLimit$80 a head, dinner
ReceiptOver $25
AttendeesNamed on the claim
ShownAt entry, in place
Configuration, seen in placeLimits, categories and receipt rules are configuration the employee sees in place.
Auto-approved2
Exceptions2
Approved3
Managers review exceptions instead of rubber-stamping compliant claims.
6210 Travel400.00
1450 Input tax80.00
2310 Employee payable480.00
Recoverable tax is identified and posted, not written off with the expense.
| Payee | Type | Amount | Check |
|---|---|---|---|
| Halden Tools | Vendor | $18,960.00 | Passed |
| A. Rao | Expense EX-1187 | $480.00 | Passed |
| S. Nair | Expense EX-1190 | $212.40 | Passed |
| Mosa Freight | Vendor | $4,210.00 | Passed |
| 42 payments · 9 claims | $186,420.55 | ||
Approved claims flow into the payment run and post with the rest of payables.
Pick a capability to see what it does. Each one opens to a page of its own.
Claim raised from the receipt, coded before it is submitted.
Explore Expense CaptureDinner × 3$84.00
Drinks$18.00
Service$10.20
Tax at 10%$10.20
Total$112.20
Read from receiptMerchant, total, tax
Card matchVisa 4471 · 20:43
CodedMeals · project HT
StatusReady to submit
Limits and rules evaluated as the claim is created.
Explore Policy Engine| Grade 1–3 | Grade 4–5 | Directors | |
|---|---|---|---|
| Meals | |||
| Hotels | |||
| Flights · business | |||
| Entertainment |
AllowedNeeds reasonBlocked
Managers review the exceptions, not the compliant majority.
Explore ApprovalsRuleMeals · $80 a head
Given reasonClient dinner, 3 guests
DecisionApprove · 14 Jul
Cards issued with limits, controls and automatic coding.
Explore Corporate CardsHarbour Grill · 12 Jul$112.20
Metro Cabs · 13 Jul$42.00
Air Vela · 13 Jul$412.00
Harbour Grill$112.20
Metro Cabs$42.00
Air VelaMissing
Money loaded for a purpose, spent only on that purpose.
Explore Prepaid CardsPC-0418Prepaid · Kolar siteBalance is the limit · loaded from cash| Date | Merchant | Amount | Balance | Posted |
|---|---|---|---|---|
| 14 Jul | Load from cash | +$2,000 | $2,000 | JE-5288 |
| 15 Jul | Kolar Hardware | −$640 | $1,360 | EX-0442 |
| 16 Jul | Fuel · Kolar | −$85 | $1,275 | EX-0447 |
Approved claims paid in the normal payment run.
Explore ReimbursementWhere the money goes, by policy, category and team.
Explore Spend AnalyticsClaimsLast 12 monthsA funded balance per purpose, spent by card or by transfer.
Explore WalletsTrips requested and approved before they are booked, journeys priced by rate.
Explore Travel and MileageBring your rules and a month of receipts. We apply them at the point of capture.