Operations Medium business impact

Expense Management

Claims from submission to payment

the problem

Expense claims processed manually risk unauthorised spend, duplicate submissions, and slow reimbursement.

the solution

A multi-stage claim workflow — manager review, department-level approval, and a finance payment queue — with master data for currencies, statuses, and categories.

business impact / growth model

How this module moves the business

impact level

Medium

mechanism

Every claim must pass sequential approval gates (Expense Approval → Claim Approval → To Be Paid) before reaching Paid Claims, so no single approver can push a claim straight to payment.

metric moved

Expense leakage and reimbursement cycle time

workflow / step-by-step

How Expense Management works

My expenses

Individual expense records logged by the employee.

My claims

Personal claim management — group expenses into a claim for submission.

Expense approval

Manager/supervisor reviews and verifies line-item expenses.

Claim approval

Department-level approval of the claim as a whole.

To be paid

Finance payment queue for approved claims.

Paid claims

Disbursed and archived records, viewable in Finance disbursement records.

Claim resubmit

Re-submit rejected claims after correction.

Claim inquiry & reports

Global search and audit, plus date-range expense reports.

Master data

Currencies and exchange rates, claim status / expense status workflow stage definitions, and expense categories.

sub-modules in this workflow

My expenses My claims Expense approval Claim approval To be paid / paid claims Claim resubmit Claim inquiry & reports Master data

Expense Management

How this module moves the business

How Expense Management works

Connected modules