Expense Management System

Start Claim Upload Receipts
05
Required Approvals
03
Available Expense
01
Open Claims

My Tasks

Required Approval
Available Expense
Open Claims
Credit Card
Date Description Debit Credit Balance Matched Amount View Receipt Variabce
- - - - -
- - - - -
Add Another Line

Upload Expenses

Add Expense
Expense 1 Expense 2 Expense 3 Expense 4
Alert Receipt Payment Type Expense Type Suppliers Details Date Requested
Out of Pocket Travel Local - 09/20/2021 AUD 400.00
Out of Pocket Travel Local - 09/20/2021 AUD 400.00
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Claim
Claim Date Claim Amount

Approvals

Expense Claims
 Description Employee Date Amount
Test Copy John Doe 09/20/2021 59.00
Test Copy John Doe 09/20/2021 59.00
Expense Management
 Date Merchant Amount Category Description
09/20/2021 Test Copy 59.00 Uncategorised
09/20/2021 Test Copy 59.00 Uncategorised

Chart under construction.

SETUP
User Setup Approval Setting
Step1: Select your approval routing

After employees submit an expense claim for approval who should it go to?

Step2: Choose weather to allow additional approvers

After employees submit an expense claim for approval who should it go to?

Expense Settings
General Compliance
Company Card Compliance

Expense Setup

New
GL Code Flag Expense Over Don't Allow Expense Over Comments Status
Advertising Online 100 - - Activate
Advertising Online 100 - - Deactivate
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Payment Method
Business & Corporate Credit Card Programmes System Payment Method
Add Credit Card
Program Name Country/Region DCard Issuer Card Type Program Type Status
Westpac Banking Corpotation VISA Corporate Card CBCP - AU Australia Westpac Banking Corpotation Master Card Corporate Card Active
Westpac Banking Corpotation VISA Corporate Card CBCP - AU Australia Westpac Banking Corpotation Master Card Corporate Card Active
Add Credit Card
Program Name Posting Currency Status Edit Actions
Out of Pocket AUD Active - Rename
Pending Card Transaction AUD Active - Rename
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