Expense claim
Train to Manchester
£84.00
- Submitted by
- Maya Chen
- Date
- 14 September
- Category
- Travel
- Receipt
- Attached
Waiting for Sam to approve
Expenses
Expense management
Someone buys a train ticket. The photo goes to their manager, then to finance, then gets asked for again. Expense management keeps the amount, the receipt, and the decision on one claim.
What you can do
Match the category to the rule in policy management. When finance needs the rows, use export.
The employee submits the claim
Amount, category, and the receipt live on one record, so finance is not asking for the photo again.
The manager approves it or sends it back
The decision sits on the claim. It is not a side conversation in chat.
Finance works from the approved list
When the accountant needs the rows, export them. CitoHR keeps the claim. It does not pay the employee.
Questions teams ask
Does CitoHR pay the expense?
No. CitoHR stores the claim and the approval. Paying the employee still happens in your own finance process.
Where does the spending rule live?
The category should match the rule in your expense policy. The policy is published separately, so there is one current version.
Can finance get the approved claims out?
Yes. Approved claims can be exported when the accountant needs the rows.
Related reading
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