Expense Reports Management

[admin]

Employee submission

Employees can create, edit, and submit expense reports, including attaching digital copies of receipts, bills, or other proof of purchase.



Approval workflow

A structured approval process allows supervisors to receive notifications and validate expense reports, with a clear path for them to be approved or denied.



Payment processing

Bookkeepers can process payments for approved reports, and the status can be updated to "paid".

Project/cost center linking

Reports can be linked to specific projects or cost centers, providing better visibility into spending for different business areas.

Accounting integration

The module can be configured to link expenses to specific accounting codes, which helps ensure accurate and detailed accounting and can trigger accounting entries upon final payment.

Customization

The module allows for the creation of different types of expense report templates and can be customized to fit a company's specific needs.

Status lifecycle

Expense reports go through a clear lifecycle of statuses, from Draft to Validated, Approved, Enter payment, and finally Paid or Denied.