The Expense Tracking System helps companies manage employee expenses more efficiently by allowing employees to submit expense requests and managers to review and approve them in one place.
This article provides an overview of what you can do with the Expense Tracking System.
Expense Category Setup (Settings)
From Settings, system administrators can:
Create and manage expense categories (e.g. Travel, Meals, Office Supplies)
Control how expenses are grouped and reported across the system
Expense Approval Policy
From Policy, you can:
Assign approvers for each expense category
Define who is responsible for approving or rejecting expense requests
Activate or deactivate expense categories based on your company’s needs
This helps ensure expense submissions follow the correct approval flow and only active categories are available for use.
Submitting Expense Requests (Mobile App)
From the mobile app, employees can:
Submit expense requests
Select an expense category
Enter the reclaim (expense) amount
Upload attachments (such as receipts or invoices)
Send the request for approval
Approving or Rejecting Expenses
Approvers can:
Receive expense requests in their Inbox
Approve or reject requests
Take action from both mobile and web
This allows faster and more flexible expense approvals.
Expense Management Dashboard
From the Dashboard > Expense tab, you can:
View all expense requests submitted by employees
Filter expenses by status:
All Expenses
Pending Expenses
Approved Expenses
Rejected Expenses
Filter expenses by date range
Allow system administrators to submit new expense requests directly from the dashboard
Summary
The Expense Tracking System centralizes expense submission, approval, and tracking—making it easier for employees to submit expenses and for managers to review and control company spending.