Expenses

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.

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.