Expense ReportsRecord, Review, and Approve Expenses Without the Paper Chase Keep staff and board expense reports inside the platform instead of in email threads and spreadsheets. Each report carries its line items, moves through the statuses you define, and locks once it's approved, so there's a clear record of what was claimed, who approved it, and when. 
What You Can DoBuild a Report Line by LineGive each report a purpose and period, then add line items by expense type, category, and amount. Your Own Status WorkflowDefine the statuses a report passes through - draft, submitted, approved, paid - in the order that matches how your organization works. Locked Once ApprovedMark any status as final and reports in that status become read-only, so approved figures can't drift after the fact. Types and Categories You ControlMaintain your own lists of expense types and categories, so reports code expenses the same way your accounting does. Search and ReviewFind reports by purpose, status, period, or amount, and open an accounting view that ties the report back to your accounts. Print and ExportPrint a report for a signature file, or export search results to Excel for reimbursement runs and audits. Works Great WithSee Expense Reports in ActionSchedule a personalized demo and see how CitySoft keeps expense approvals orderly. Request a Demo |