Submit and approve expense claims

Staff submit out-of-pocket expenses, managers approve and reimburse.

Expense claims let your team pay for things on the company's behalf without losing receipts. Managers stay in control of what's actually approved.

1. Open Expenses

   Go to Expenses in the sidebar. Staff see a My claims section; managers also see a finance overview with cash, revenue, expenses and profit.

2. Submit a new claim (staff)

   Click New claim. Enter the title, amount, pick a category, upload a receipt image and add any notes. Submit to send it to a manager — its status starts as Pending.

3. Review pending claims (manager)

   Open the Claims section. You'll see every claim with the submitter's name, category, amount, receipt and notes. Filter by Pending to focus on what needs your decision.

4. Approve or reject

   Open a claim and click Approve or Reject. Approving moves the claim to Approved, books the amount into the P&L, and queues it for payment from the right bank account.

5. Mark as paid

   After reimbursing the staff member (cash, transfer, etc.), open the claim and mark it Paid. The expense now shows in your finance overview and the staff member's history.

Open the feature:

• /dashboard/expenses