Expense Management
Keep spending under control
Expense Management gives your team a simple way to record what they spend and gives finance staff the oversight to approve and reimburse claims with confidence.
Log an expense
Enter an expense with the amount, category, date and a short description. Attach the receipt so there is a clear record for your books and any future audit.
Scan receipts to save time
Upload a photo or PDF of a receipt and OPS360's AI/OCR reads it to help fill in the details, such as the supplier, date and total. This is an assist to speed up data entry, not a replacement for your judgement. Always review the extracted details and correct anything before saving, as scanning is not guaranteed to be perfect.
Approval workflows
Submitted expenses can be routed to an approver before they are reimbursed. Approvers can review the claim and its receipt, then approve or send it back with a note. This keeps a clear trail of who approved what and when.
Categories and reporting
Assign each expense to a category so you can see where money is going and keep your accounts tidy. Well-categorised expenses make month-end and reporting far quicker.