Expenses

Expenses: payment approval and payments An employee submits an expense with an invoice, the expense follows its category's approval route, and once approved it lands in the treasurer's payment calendar. 5 min Web app How to submit an expense with an invoice A new expense: category, amount, counterparty, invoice — AI fills in the fields from the invoice, checks for duplicates and the budget, and shows who will approve it. 3 min Web app Expense approval: decisions, revisions and the route How an approver decides on an expense, returns it for revision or passes it to a colleague — and how to see the expense's path along the route. 3 min Web appMobile app Paying expenses and the payment calendar The treasurer sees approved expenses, plans the payment date by dragging, marks payments in full or in parts and gets a morning digest. 2 min Web app Expense budgets and analytics Monthly plan by category for the company and locations, actuals and overspends, where the money goes, the largest counterparties and approval speed. 2 min Web app Expense settings: categories, routes, counterparties The category tree and its rules, approval routes on a diagram with amount and budget conditions, counterparties, recurring payments, and the policy for the AI controller. 3 min Web app