Financial Management
Expenses Management
Claims applied for and approved, booked to office or client, with billed and unbilled reporting.
See Expenses Management at work
A walk-through of its main features. All 6 features and 25 reports are listed below.
What is in this module
Every report this module producesNamed and listed in full, with the question each one answers.
- 01
Expenses Dashboard
13 reports on expenses and disbursements from every angle — by user, by client, by approval status and by type.
Reports from this screenAll 13 from this screen
- Expenses Approved
- Expenses Rejected
- Expenses Waiting For Approval
- Expenses Partially Rejected
- Expenses On Clients Versus On The Office
- Expenses By Nature
- What Each Person Has Claimed
- Net Amount Payable to Each Staff Member
- Disbursements Made By Each Person
- Expenses Pending With Each Approver
- Expenses By Client
- Billed Expenses
- Non-Billable Expenses
Actions you can take from this screen
- 02
Expense & Disbursement Application & Approval System
Staff submit with vouchers attached; an authorised user approves, partly approves or rejects — and everyone is notified at each step.
Reports from this screenSee them in the catalogue
Actions you can take from this screen
- Say exactly who may approve money — regardless of their job title
- An approved expense becomes billable on its own
- Claim what you have already spent
- Several items on one claim, each with its own receipt
- A claim covers a period, not a day
- You choose who approves it
- Or ask for the money before you spend it
- Approve, refuse, or allow part of it
- Open the claim behind any decision
- 03
Expenses on Client or on Office Option
Book an expense to a client or to the office, so what is recoverable stays visible.
Reports from this screenSee them in the catalogue
Actions you can take from this screen
- 04
Unbilled Expenses Report
Approved expenses incurred on a client's service, ready to bill in a few clicks and email out for reimbursement.
Reports from this screenSee them in the catalogue
Actions you can take from this screen
- 05
Billed & Non Billable Expenses Report
What has already been billed to a client, and what was spent on them but is not billable.
Reports from this screenSee them in the catalogue
Actions you can take from this screen
- 06
Create Customized Nature of Expenses
Define your own expense heads to report against.