Expense Management

In scope (v1): - Expense claim register at workspace and project level. - Claim header (claimant, project, company, date range, status, approver) + multi-line claim with category, date, merchant, amount, tax/GST, cost code, BOQ link, reimbursable/billable flags. - Receipt attachments (drag-and-drop; PDF + image), auth-gated. - Draft → Submitted → Project approved → Finance approved → Exported → Paid lifecycle, with Returned, Rejected and Cancelled side paths. - Approval rules by project role + workspace admin / finance authority. - Duplicate-claim warning by (claimant, date, merchant, amount). - CSV + XLSX export with batch reopen + reason + audit. - Reports: by project, claimant, category, cost code, status.

Out of scope (v1): - Live Xero / MYOB / QuickBooks / Employment Hero integrations. - Corporate-card reconciliation. - Receipt OCR. - Automatic reimbursement.

These are deferred to a future phase and the public marketing surfaces (the Features page card and this page) do NOT claim them.

Claims move through a clear lifecycle:

• Draft — the claimant edits freely.
• Submitted — locked from edits, notifies the approver.
• Project approved — project/cost-code approval for project-tagged claims.
• Finance approved — workspace finance approval; ready for export.
• Returned — sent back to the claimant with comments; re-enters draft.
• Rejected — terminal; a fresh claim is required.
• Cancelled — closes a non-exported claim with a reason.
• Exported / Paid — batched into a CSV / XLSX export; reopened only with a reason + audit row.

Project-tagged claims use project-role approvers (Project Manager, Cost Controller) for the project gate. Workspace-only claims and finance/export/payment actions use workspace admin (or a finance role where defined). Bulk-action support is available in the workspace register.

For the full operator guide (creating claims, managing receipts, approval flow, exports, and reports), see the /help/expense topic inside the app (sign-in required).