Expense claims without the paper chase.
Employees submit expense claims, managers approve them and finance reimburses them. Add recurring expenses, set expense policies and see spend by category and employee.
- Claims with approval
- Expense policies
- Spend reports
What you can do with Expense Management.
Employee claims, recurring expenses, policies and expense reports.
Expense claims
Employees submit claims with a date, purpose and total, and follow their status.
Approval & reimbursement
Claims move through approval and on to reimbursement.
Employee expenses
Record expenses against employees in their own view.
Recurring expenses
Set up expenses that repeat so they are recorded on time.
Policies & approval rules
Define expense policies, and require more approvals on claims above an amount you set.
Expense reports
See spend by category, employee and status over a period.
See where the money goes.
With claims and recurring costs in one place, you can see spending by category and by employee at any time.
- Spend by category, employee and status
- Policies set up in one place
- Recurring expenses that are not forgotten
- Budget variance available from the budgets module
Expense Management, step by step.
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1
Submit
The employee enters the claim.
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2
Approve
The claim goes through approval.
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3
Reimburse
Finance reimburses the employee.
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4
Analyse
Review spend by category and employee.
Expense Management questions, answered.
Do claims need approval?
Yes. Expense claims go through approval before reimbursement.
Can we handle repeating expenses?
Yes. Recurring expenses have their own section.
Can we report on spending?
Yes. Expense reports show spend by category, employee and status over a period.
Explore other Ledger modules.
Sales, purchases, payments and bank entries post to one general ledger, so every module works from the same books.
See Expense Management in action.
Book a free Ledger demo and we will walk you through expense management using scenarios from your business.