Standalone expenses

Overview

Standalone expenses cover supplier or employee costs that do not need a full supplier bill workflow. They can be created, reviewed, paid, and audited from the purchases area.

Where in the app

• /c/companies/:companyId/purchases/expenses
• /c/companies/:companyId/purchases/expenses/:id

Step-by-step

1. Open Purchases -> Expenses and create or open an expense. (UAT-C-PUR-EXP-001)
2. Check the supplier, amount, currency, tax, and accounting allocation. (UAT-C-PUR-EXP-001)
3. Attach or review supporting documents when required by policy. (UAT-C-PUR-EXP-001)
4. Register payment only after the expense is complete and approved for payment. (UAT-C-PUR-EXP-001)
5. Confirm that the payment state and accounting state remain consistent. (UAT-C-PUR-EXP-001)
6. Review the activity history before closing the record. (UAT-C-PUR-EXP-001)

Permissions and modules

Requires the purchases and expenses modules, plus expense read/update/payment permissions.

Related

• expense reports
• bills
• approval workflows