Business management feature
Record employee expenses — a flight, a software subscription, a tank of fuel — and take each one through a submit → approve → reimburse flow — from the full page or your own My Expense Claims surface.
The Expenses feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Expenses feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
An expense claim is a document with line items — a header for who/when/how it is paid, and one line per spend — with the VAT arithmetic done for you: The claim (header) — pick the Employee who spent the money (required) and the date (required), plus an optional free-text description.
See the fields and stepsYou do not need the full back-office page to file your own expenses. Under My Applications (the personal My shell) you get a My Expense Claims surface that shows only your own claims — the employee is already you and cannot be changed, and you see and enter your own amounts.
See the fields and stepsEvery new expense starts a small workflow; the tasks appear in the assignees' Inbox and inline on the expense itself: 1. Submit — you (the employee) file the claim; it becomes SUBMITTED and goes for approval. 2. Approve — the approver sees the number, date, employee, claim amount and total, and approves or rejects.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind expenses, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Record employee expenses — a flight, a software subscription, a tank of fuel — and take each one through a submit → approve → reimburse flow — from the full page or your own My Expense Claims surface.
It connects with Construction, Professional Services, how printing works.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
