FinanceExpenses

What staff spend, what it is charged to, and who agreed to it.

Expenses covers what staff spend, what it is charged to, and who agreed to it — from the claim someone submits through the approval, the reimbursement, and the policies that decide what is allowed in the first place.

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Read the user guide expense

The WorkSuite expense dashboard, showing spending by month and by category — Expenses. What the organization spent this financial year, what is waiting on you, what is owed to you — and the card transactions nobody has explained.

What it does

Expenses, in the product’s own words

Submit and track your own expenses
Claims routed to an approver who decides them
Reimburse, settle advances and record payment
Cost centres, cards, petty cash and categories
Policies, budgets, approval rules and rates per organization
Consolidated spending across every organization

Before you start

What has to be in place

Categories and cost centres, so a claim has somewhere true to be charged.
Approval rules and policies, per organisation. Without them every claim is a conversation.

In the user guide

6 tasks, explained

01Submit and track your own expenses
02Approve or reject a claim
03Reimburse, settle an advance, record payment
04Run cost centres, cards and petty cash
05Set policies, budgets, approval rules and rates
06See consolidated spending

Open the Expenses guide

More of Expenses

Corporate card transactions imported from a statement and matched against claims — Corporate cards. Statements imported from a CSV and matched against claims, so an unmatched line is visible instead of quietly absorbed.

Team expense claims listed with status, category and amount — Team expenses. Claims routed to you for approval, with the receipt, the category and who is waiting.

Works with

The same records, not a sync

AccountingThe books: chart of accounts, journals, periods, reconciliation and reporting — 24 distinct permissions.PayrollSalaries calculated from rules, not typed in.EmployeesThe employment record, from onboarding to attendance — 26 permissions, the most finely divided module in the suite.

Industries that start with it

Switched on from day one

More in Finance

All of Finance

AccountingThe books: chart of accounts, journals, periods, reconciliation and reporting — 24 distinct permissions.InvoicingInvoices, payments and the money owed.