Expenses and Budgets, Tracked Per Branch.
Operational expense capture, budget versus actual tracking and approval routing, run at the branch level instead of one head-office spreadsheet.
Expenses Get Approved After the Money's Already Spent.
An expense gets submitted on paper or in a chat message, approved days later, and only shows up against the budget at month-end, by which point it's too late to course-correct.
Budget vs Actual, Visible as It Happens.
Expenses are submitted, routed for approval and posted against the branch budget in the same system, so budget-versus-actual is visible in real time, not reconciled weeks later.
What You Get.
Expense Capture
Submit and categorize operational expenses directly, with receipts attached to the record.
Budget vs Actual
See spend against budget per branch, per category, in real time rather than at month-end.
Approval Workflows
Route expenses for approval based on amount, category or branch, without a side chat thread.
Branch-Level Reporting
Roll up expenses by branch or view the whole business, from the same data.
From Expense Submitted to Budget Reconciled.
- Expense Submitted
- Routed for Approval
- Approved
- Posted to Budget
- Branch Reconciled
Expenses & Budgets FAQs
Can approval rules differ by branch?
Yes. Multi-branch operations run with per-branch data isolation, so each branch can set its own approval thresholds.
Does this replace our accounting software?
No. It handles expense capture and budget tracking; the Finance module records the resulting accounting entries.
Can we attach receipts to an expense?
Yes. Receipts and supporting documents attach directly to the expense record.
Can we see budget vs actual across all branches at once?
Yes. Reporting rolls up by branch individually or across the whole business.