Expense Reports
User guide for Expense Reports in the Numezis company portal.
Employees submit expense reports; approvers review receipts and policy before reimbursement or accounting posting.
Where in the app
/c/companies/:companyId/purchases/expense-reports/c/companies/:companyId/purchases/inbox
Step-by-step
- Create an expense report and attach receipt documents.
- Use OCR prefill from linked documents where available.
- Submit for approval following company policy.
- Finance posts approved reports to the ledger.
Permissions and modules
Requires Expenses / expense report module activation.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
purchases.document-to-entity.receipt-to-expense | Purchase Inbox: Receipt to Expense | high | UAT-C-PUR-D2E-002 |
purchases.expense-reports.processing | Expense Report Processing Workflow | high | UAT-C-PUR-ER-001, UAT-C-PUR-ER-002 |