Find costs to re-bill
Review client expenses that have not yet been added to an invoice.
Expenses
Submit expenses and follow each reimbursement
Expense claims with their receipts and status
Each work expense includes a date, amount, category, receipt and person who paid. Its status follows submission, approval and reimbursement. Client costs remain identifiable when they need to be added to an invoice.
Review spending and approve claims
Supporting documents and employee details stay with each claim. Category totals explain spending, while approval status shows which requests still need a decision.
The claim and its receipt
Check the expense details and attached receipt before approving the reimbursement.
Compare spending by category
See how travel, meals, accommodation, and other categories contribute to total expenses.
Follow an individual approval
Identify the employee, expense amount, and claim awaiting the reviewer’s decision.
Reimbursement status
Claim statuses distinguish submitted, approved and reimbursed expenses for the current period.
Track what remains to reimburse or re-bill
Claimed and reimbursed amounts show what each employee is still owed. Approved claims provide reimbursement totals, and client costs remain visible until they have been invoiced.
Reimbursements by employee
Claimed amounts and received reimbursements show what each employee is still owed.
Remind reviewers about pending claims
Schedule a reminder to check claims still waiting for an approval decision.
Follow approval deadlines
See the time remaining for the person responsible to review the claim.
Check the reimbursement total
Compare the planned payment total with the approved claims included in it.
Follow the full reimbursement process
Keep the receipt, approval decision and reimbursement details with the employee’s expense claim.
How teams organize expense claims
Keep receipts, approvals, and repayments easy to follow.
Keep expenses connected to the people and work involved
Follow receipts, approvals, reimbursements, and client re-billing in one place.
Questions and answers
An expense can include the employee, date, amount, category and receipt. A related client or project identifies the job when the cost belongs to specific work.
Explore expense claims for your team
In a 30-minute demo, follow a receipt through approval, reimbursement, and client re-billing.
