Expenses Overview
The Expenses module lets employees record business expenses and submit them for manager approval and reimbursement through payroll or direct payment.
What the Expenses module does
Employees use the Expenses module to record out-of-pocket business costs — meals, travel, accommodation, equipment — and submit them for reimbursement. Managers review and approve expense reports. Once approved, the amounts flow into Accounting as vendor bills or payroll reimbursements. Receipts can be attached as photos directly from the mobile app.
Expense products
Before employees can log expenses, expense categories (called Expense Products) must be configured. Examples: Meals & Entertainment, Travel — Petrol, Travel — Accommodation, Client Gifts, Mobile Phone Bill. Each expense product has an account, default tax, and whether it requires receipts. Configure these in Expenses → Configuration → Expense Products.