Expenses

Expenses lets staff log what they spend, managers approve it, and finance reimburse it — without spreadsheets and email threads.

What you can do

• Log expenses. Staff record an expense, attach the receipt, and submit a report. They can email receipts straight in.
• Approve. Managers review and approve or refuse, with the receipt attached.
• Reimburse. Approved expenses post to Accounting and are paid back to the employee.
• Reinvoice. Bill an expense to a customer when it belongs to their project.
• Analyze. Report spending by category, employee, and period.

Configuration

Set up expense categories and approval rules. Decide which categories are reinvoiceable to customers.

Related

• Reimbursements post to Accounting.
• Reinvoice to a customer project in Projects.