Expense & Receipt Review
Employee expenses, checked against policy and held when they fail. The line-by-line review of employee expenses and receipts: each auto-checked against a simple policy, approved by a person when in policy, and held for a person when a check fails.
Try it: approve an in-policy expense (it holds for payment, nothing is paid), then open the held queue. The over-cap, missing-receipt, non-reimbursable, and duplicate items are held for a person, never auto-approved.
Synthetic sample data. The policy only sorts in-policy from held; it never approves or pays anything.
The instrument. Try it.
Rivertown Coffee Co. (SAMPLE) · March 2026 · 8 expenses checked · 4 in policy · 4 held for review
Demonstration outbox: approved, held for payment, not paid
Approve an in-policy expense and it stops here. Nothing is paid, and held items never land here at all.
What this demonstration shows
What enters
Employee expenses and receipts from the card feed and receipt inbox, for one client and one period.
Where a person decides
A person approves in-policy expenses and routes anything a check flags to a reviewer.
What is held, not sent
Approved expenses stop in a demonstration outbox, held for payment. Flagged items are never auto-approved. Nothing is paid.
What is logged
Every policy check, approval, and hold is recorded in an audit history.
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- 03
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- 04
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