ModulesFinance
Expenses
Track expenses with categories and approval workflows.
Recording Expenses
- Navigate to Finance → Expenses
- Click New Expense
- Fill in: amount, date, category, vendor, description
- Attach receipt (photo or PDF)
- Submit for approval (if workflows are enabled)
Categories
Organize expenses by category:
- Travel & Transportation
- Office Supplies
- Software & Subscriptions
- Meals & Entertainment
- Professional Services
- Custom categories
Manage categories at Finance → Settings → Expense Categories.
Approval Workflows
When enabled, expenses follow an approval flow:
- Submitted — Employee submits the expense
- Pending Approval — Manager reviews
- Approved — Ready for reimbursement
- Rejected — Returned with feedback
- Reimbursed — Payment processed
Reporting
Track spending patterns with:
- Expenses by category over time
- Top vendors by spend
- Team expense summaries
- Budget vs. actual comparisons