Let your employees record their expense reports. Approve and follow their payment.
The Expense Reports feature provides a streamlined workflow for employees to submit their expense claims. Managers receive notifications to approve or decline each report, and you can easily track the payment status of each expense.
Expense report requests
Enable employees to submit their expense reports with ease. A permissions system determines who is authorized to record these requests.
Attach supporting files, such as receipts, bills, and proof of purchase, directly to each expense report for easy reference.
Set up expense report types in the dictionaries to enable precise reporting and statistics. If using the Accounting module, each expense type can be allocated to a specific accounting account.
Connect expense reports to leads or projects for easy tracking within the project overview.
Validate and send e-mail for approval
Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
Approve the expense report
As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
Refuse the expense report or approve it. And let your employee know why an request was refused.
Pay the expense report
Follow which expense report was payed or not.
Export data
Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
More information on how to manage expense reports in this video…