Expense Management | Procure to Pay
Policy Engine
Limits and rules evaluated as the claim is created.
What it does
Inside Policy Engine.
The employee learns the limit before spending, which is the only useful time to learn it.
01
Rules by category, grade, location, project and event
02
Hard blocks, soft warnings and justification requirements
03
Receipt thresholds and duplicate claim detection
04
Rule change history with effective dates
Where it sits
Part of Expense Management.
Expense Capture Claim raised from the receipt, coded before it is submitted. Approvals Managers review the exceptions, not the compliant majority. Corporate Cards Cards issued with limits, controls and automatic coding. Prepaid Cards Money loaded for a purpose, spent only on that purpose. Reimbursement Approved claims paid in the normal payment run. Spend Analytics Where the money goes, by policy, category and team. Wallets A funded balance per purpose, spent by card or by transfer. Travel and Mileage Trips requested and approved before they are booked, journeys priced by rate. Corporate Card Reconciliation Direct feeds from HDFC/ICICI/Axis/SBI/AmEx; auto-match against expenses; statement reconciled monthly. Mileage Tracking GPS-tracked trips; rate auto-applied per company policy; project/cost-centre tagging. GST ITC on Expenses GSTIN-attached invoices captured; eligibility validated; flows to GSTR-2B recon. Travel Expense Reports Trip-based reports: per-diem + hotel + flight + ground + meals. Policy-aware. Petty Cash Management Branch-wise petty cash; replenishment workflows; audit-trail. Travel Advance & Settlement Cash advance issued; expense settled on return; net payable/receivable computed.
Run Policy Engine against your books.
A working session on your structure and a month of your documents.