Expenses

Employee expense tracking with categories, receipt attachments, and an approval flow.

Employee expense tracking, for the one-off purchases that didn't go through a Purchase Order.

Lifecycle

Pending -> Approved (or Rejected) -> Reimbursed. A manager can also send it back with a "need more info" note, which flags the expense amber and returns it to Pending when the employee resubmits.

The Expenses list with date, employee, category, amount, approval status, and linked job — Expenses awaiting approval, each tied to an employee and usually a job.

Fields

Employee, date, amount.
Category: free-form text, for example Parts, Fuel, Tolls, Meals, or Lodging.
Optional Job link, so the cost flows to that job.
Receipt attachment (up to 10 MB).

Spending caps

You can set an optional cap per category. An over-cap expense raises a warning banner but does not block submission, so a manager still gets to make the call.

In Analytics

Analytics -> Expense Analytics: total expenses, by category, by employee, by job, plus approval rate.

Plan tier

Expenses is on Professional and up.