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Money · Expenses

Everybody can file a claim. Not everybody can bill a customer.

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Included from Starter upward.

Reimbursement and client billing get governed by the same permission, so either the delivery head cannot claim a taxi or the sales manager can edit what a customer is charged.

Expense claims with status and amounts

What it does

Claims, approvals and what is billable to a client.

  1. 01

    Filing your own, by default

    Nearly every role holds expenses at self scope: you file yours, and the endpoints cannot reach anybody else's.

  2. 02

    Approval as the dividing line

    Approving is a separate verb from filing. That is what makes a manager a manager here.

  3. 03

    Billable to a project

    A claim can be marked billable and flows into the client's invoice draft with the hours and milestones.

For example

The delivery head claims a taxi without being able to bill a client

  1. 1Devika files a ₹1,240 cab claim against P-ACME with the receipt.
  2. 2She holds expenses at self scope — the endpoints cannot reach anybody else's claim.
  3. 3Her manager approves it. Approving is a different verb from filing, and that is what makes a manager a manager here.
  4. 4It is marked billable, so it joins the hours and milestones on Acme's next invoice draft.
  5. 5Reimbursement posts to the ledger alongside it.

While this shared a permission with client billing, seventeen of twenty-two internal roles could not claim a rupee of travel. Splitting it is why they can.

How it runs

In, through, out

Input

A claim is filed with its receipt

Process

A manager approves it

Output

It is reimbursed, and billed on if it belongs to a client

Seventeen of twenty-two internal roles could not claim a rupee of travel while this shared a permission with client billing. Splitting it is why they can.

It does not work alone

What Expenses is connected to

The point of one set of records is that these are not integrations. They read the same rows.

MoneyFinance & AccountingGST invoices, receivables and a ledger that balances.DeliveryProjects & DeliveryHours booked, work delivered, and what has not been billed.MoneyProcurement & PurchasingRequisitions, POs, vendor bills and what is owed.

Problems it solves

Get off spreadsheets

Where to go next

The other fifteenGrouped by what they do, with what goes wrong without each one.Which plan holds ExpensesRead from the entitlement table the product actually enforces.See it inside a real hourStep by step, ending where the work becomes somebody else's problem.