Provisioned on request
Workflow · Finance and GST
Expense claim to reimbursement
From a claim to payment: checked against policy, designed so a person approves and pays.
- Risk
- R3 A person does the last step
- Needs
- Claim and receipts
- A person
- is designed to decide at step 4
On request, as of 4 Nov 2026.
How it works
- Read the claim and its receipts.
- Check it against the expense policy.
- A manager approves or rejects it.
- A person makes the payment.
- Record it in the books.
Needs from you: Claim and receipts; Expense policy.
What it needs connected: Accounting export file.
Where a person is designed to decide: A person makes the payment.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
India: UPI.