Features / Expense Management

Expense Management · from the Team plan

Every rupee spent, with the receipt attached

Record expenses with category, vendor, payment method and receipt image or PDF. Link expenses to projects to see true project cost, route reimbursements for approval, and get monthly summaries you can export.

The problem

  • Receipts lost before month-end
  • No idea what a project really cost
  • Reimbursement requests by message with no record

How it connects

  • Expenses appear on project pages
  • Approval requests are tracked in the Approvals module

What you can do

Receipts

Attach photos or PDFs of receipts to each expense.

Categories & vendors

Your own categories; vendors linked to supplier records.

Project costing

Link expenses to projects.

Approvals

Submit expenses for approval with comments and a full history.

Monthly reports

Totals by month and category, with CSV export.

Questions

Can employees submit expenses from their phones?

Yes. The interface works on mobile browsers and supports photo uploads of receipts.

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