FinancialsModule Guide
Expense Filing
Streamline reimbursement workflows with multi-currency support, tax categorization, and automated approval chains.
1
Creating an Expense Report
Group multiple expenses into a single Report for easier approval. Every line item must have a Category (e.g., Travel, Software, Meals) and a Receipt Attachment.
2
Receipt Verification (OCR)
The system automatically parses receipt metadata (Date, Amount, Vendor) to prevent manual entry errors and detect potential fraud.
Digital Capture
Scan via mobile app or upload PDF invoices.
Audit Checks
Auto-flag duplicates and policy violations.