Expenses
Track spend, attach receipts, use OCR support, and manage recurring expenses with approvals.
What You Can Do
- Create one-time and recurring expense entries with categories and schedules.
- Attach receipt files or links and use OCR-assisted scan suggestions.
- Request, approve, or reject expense approvals based on role permissions.
Workflow Notes
- OCR confidence is assistive and should be verified before posting.
- Missing receipts can become close blockers in monthly closing.
Related Features
Documents and OCR
Centralize uploaded documents, identify missing receipts, and support OCR-assisted expense capture.
OpenApprovals
Run a central request/review queue across invoices, expenses, closing, and generic workflows.
OpenClosing
Complete month-end with checklist discipline, approval handoff, and controlled locking.
Open