Set the business profile and Cloud folder reference.
Add categories for common spending groups such as fuel, supplies, meals, software, or repairs.
Record expenses as they happen so receipts and project notes stay organized.
Use project codes when an expense belongs to a job, customer, or internal initiative.
Expense Records
Use Draft for incomplete entries and Submitted when ready for review.
Approved means the expense is accepted internally.
Rejected means the expense needs correction or should not be paid.
Reimbursed means the business has paid the employee back.
Receipts
Receipt file slug is a pointer for connecting to AIBiz Cloud later.
Keep merchant, date, amount, tax, category, and payment method filled in.
Attach or reference receipts before submitting expenses for approval.
Use notes when a receipt covers more than one project, customer, or item.
Mileage
Enter miles and rate so the app can calculate the reimbursement amount.
Use start and end locations for clear trip history.
Mark non-reimbursable mileage when the trip should only be tracked.
Add customer, project, or purpose notes so the reason for the trip is clear.
Reimbursements
Create a reimbursement request for each employee or reporting period.
Attach expenses to a request when recording the expense.
The request total updates from linked expenses.
Close reimbursement records after payment is confirmed.
Suite Integrations
Emailer can notify staff when expenses are submitted, approved, rejected, or reimbursed.
Cloud and Vault can store receipt files and reimbursement packets.
Billing can create customer or project notes until full accounting exports are added.
Insights can report spending totals by category, project, status, and period later.
This app tracks business expense workflow data. It is not tax, accounting, or legal advice, and it does not replace a licensed bookkeeping system where one is required. For support, include the employee, merchant, amount, category, reimbursement request, and receipt reference.