EXPENSE MANAGEMENT
FOR FIELD AND MARKET TEAMS
Field staff file expense claims with receipts from their phone, the line manager approves, then HR, and every claim is on record.
Claims without paper and chasing
Built for medical reps, sales officers and anyone who spends money on the road.
Claim from the phone
Choose the month, enter the amount and a note, and attach a receipt as a photo, PDF or document.
Edit before approval
Staff can edit or remove a claim while it is still waiting for approval.
Claims on the web too
The same claim form is available in the web app for staff who work at a desk.
Line manager first
Each claim goes to the employee's line manager, who sees claims from their own team only.
Then HR
After the manager approves, HR gives the final approval.
Notified at every step
Approvers are notified of new claims, and employees are notified when a claim is approved.
All claims in one list
HR sees every claim with its status. Managers see their team, and employees see their own.
Receipts kept with the claim
Attachments stay with each claim for audits and questions later.
Expense questions
Still have questions?
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The employee's line manager approves first, then HR.
Yes. Each claim can carry an attachment such as a photo of the receipt, a PDF or a document.
Yes. Line managers see claims from their direct reports only.