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A claim attaches to the project or client it belongs to at the point of submission, routes to the approver the reporting line holds, and carries its receipt and approval trail permanently.
Recurring expenses are scheduled rather than re-entered. Reimbursement flows to payroll where that is how you pay them.
Because the claim and the invoice are handled by different people at different times. An expense incurred on a client project in week two is approved in week four and invoiced — if anyone remembers — in week six.
A proportion is simply never recovered. Nobody can say what proportion, which is the actual problem.
Rebillable expenses reach the invoice automatically, because the invoice is assembled from delivered work and approved expenses together.
Project margin includes expenses as they are approved rather than at month end, so a job going over on travel is visible while it is still running.
There is no automatic receipt scanning or line-item OCR. Receipts attach as documents; the amount and category are entered.
It also does not integrate with corporate card providers to pull transactions automatically. Claims are submitted, not discovered.
Define approval thresholds and who they route to before importing anything. A claim with no approver is a claim that sits.
Decide the rebillable default per project type. Getting that wrong in either direction is expensive and only shows up at invoicing.
To the ledger as cost, to the project as margin, and to the invoice where they are rebillable. To payroll where reimbursement runs with pay. One approval, four consequences, no re-entry between them.
A claim attaches to the project or client it belongs to at the point of submission, routes to the approver the reporting line holds, and carries its receipt and approval trail permanently.
Rebillable expenses reach the invoice automatically, because the invoice is assembled from delivered work and approved expenses together.
There is no automatic receipt scanning or line-item OCR. Receipts attach as documents; the amount and category are entered.
Define approval thresholds and who they route to before importing anything. A claim with no approver is a claim that sits.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.