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Expense claims and reimbursements
Set a policy once; your team files claims with receipts, approvers sign off, and it is paid.
Who: Setting policies: the owner, an Admin or HR. Filing a claim: everyone on a policy.
Create an expense policy
Go to Expenses → Settings → Expense policies and press New expense policy. Add the Categories people may claim (travel, food, internet…), whether Receipts required, and the Approval chain.
- The approval chain can be the person’s Reporting Manager or A specific person, in order. Leave it empty to send every claim straight to HR.
- Default payment mode: Via Payroll adds it to the next salary; Outside Payroll is paid separately.
Put people on it
On the Employees tab of Settings, choose which policy each person is on. Someone with no policy can’t claim.
Filing a claim
Your team goes to Expenses → My Expenses, adds each expense with its receipt, and submits.
Approving and paying
Approvers see claims on the Approvals tab and on the dashboard. Approved claims paid through payroll are picked up by the next run; the others are marked paid when you pay them.