Expense Management

Purchases track inventory costs. Expenses track everything else: rent, utilities, salaries, marketing, subscriptions, travel, and more. Capture receipts, route approvals, manage budgets, and integrate expenses into profit/loss reporting.

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What you get

Receipts & Attachments

Upload JPG/PNG/PDF receipts per expense for audit-ready record keeping.

Approvals

Move expenses from Draft → Pending Approval → Approved/Rejected → Paid with a clear trail.

Analytics

Instant breakdowns by category and status, plus lightweight charts for visibility.

Budgets

Define category or department budgets and track spending against plan.

Recurring Templates

Automatically create Draft expenses for recurring costs (e.g., rent, subscriptions).

Reimbursements

Group reimbursable expenses into reimbursement requests for streamlined processing.

Common workflows

Create and submit an expense

  1. Create a new expense with date, amount, vendor, and category.
  2. Attach receipts (optional but recommended).
  3. Submit for approval to notify approvers.

Approve, reject, and mark paid

  1. Approver reviews details and receipts.
  2. Approve or reject with an optional comment.
  3. Once paid, mark the expense as Paid for reporting accuracy.