ProductPurchases
Expense Reports
User guide for Expense Reports in the Numezis company portal.
Overview
Employees submit expense reports; approvers review receipts and policy before reimbursement or accounting posting.
Where in the app
/c/companies/:companyId/purchases/inbox/c/companies/:companyId/purchases/expense-reports
Step-by-step
- Create an expense report and attach receipt documents. (UAT-C-PUR-D2E-002)
- Use OCR prefill from linked documents where available. (UAT-C-PUR-ER-001)
- Submit for approval following company policy. (UAT-C-PUR-ER-002)
- Finance posts approved reports to the ledger. (UAT-C-PUR-ER-002)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PUR-ER-002)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-PUR-ER-002)
Permissions and modules
Requires Expenses / expense report module activation.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
purchases.document-to-entity.receipt-to-expense | Purchase Inbox: Receipt to Expense | expenses | required | Purchase Inbox: Receipt to Expense | high | UAT-C-PUR-D2E-002 |
purchases.expense-reports.processing | Expense Report Processing Workflow | expense_reports | required | Expense Report Processing Workflow | high | UAT-C-PUR-ER-001, UAT-C-PUR-ER-002 |