Project Expenses
A filtered register of project expenses with approval and payment state, receipts flagged and the money totalled.
Who it is for. Small teams who need a project-side view of expenses that otherwise live only in a finance system.
What it is for
Expenses that never make it into the project cost picture are the classic source of budget surprise. This collapses the stored approval and payment states onto one readable status and surfaces the two things a reviewer asks first: what is pending approval, and what is missing a receipt.
What it does
Every line below is in the product today.
One status from two state fields
Approval state and payment state collapse to a single readable status: submitted, under review, approved, rejected or paid.
The two questions a reviewer asks
A KPI strip totals expenses and value, then calls out what is pending approval and what is missing a receipt.
Categorised spend
Travel, equipment, materials, subcontractor, professional fees, site costs and miscellaneous, each colour-coded.
Search and filter, with a live total
Search description, expense number or submitter, filter by category and status, and the footer totals whatever is currently shown.
See it on your own schedule.
Send an XER before the call and we will import it and show you Project Expenses running against your data.