Expenses
3 articles in Expenses
Expense reports
Expense reports tell you what was spent, by whom, on what, and what is still outstanding. If expenses are more than a handful of claims a month, this is what turns them from a queue into something…
Read article →Getting started with Expenses
Expenses handles money employees spend on the company's behalf — either paid back afterwards as a claim, or given up front as an advance and accounted for later. This page is the map.
Read article →The expense dashboard
The dashboard is the working view of Expenses: what is waiting on a decision, what is waiting on payment, and what is outstanding. It is where a claim backlog becomes visible before anyone complains…
Read article →Advances
Advance approvers
Advances have their own approval route, separate from expense claims. That is deliberate: an advance releases money before anything has been spent, so it warrants a different decision from…
Read article →Managing advances
An advance puts company money in an employee's hands before anything has been spent. Managing them well is almost entirely about the back half — making sure every disbursed advance is eventually…
Read article →Claims
Managing and approving expense claims
Approving expenses is a control, not an administrative step. The approver is usually the only person who will ever look at the evidence, and once a claim is paid it is effectively final.
Read article →Reimbursement and payment
An approved claim is a decision; paying it is a separate step. This is where expenses meet payroll and your bank, and where an employee finds out whether "approved" meant "paid".
Read article →Settings
Approved vendors
An approved vendor list restricts an expense type to suppliers you have chosen. It is how negotiated rates, preferred suppliers and tax-compliant invoicing get enforced at the point of claiming…
Read article →Expense types: limits, receipts and rules
An expense type is a spending policy expressed as settings: what can be claimed, by whom, up to how much, with what evidence, and how much the employee bears themselves. Nearly every question about…
Read article →Expense user rights
Expense rights separate the people who approve spending from the people who release money, and both from the people who can change an approved amount. Those separations are the entire control over…
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