Reps claim field expenses from their phone.

A monthly claim, built line by line from the field, with the policy verdict shown before it is sent and a clear status after.

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9:415G

Synced

Expenses2026-10

Claiming this month

18,400.00

Not sent yet. Add what you spent, then send it for approval.

Your approver will see these

Doctor engagement above $5,000 needs a receipt.

Travel and fare

2026-10-14, Amtrak

2,400.00

Lodging

2026-10-14, Indianapolis

9,800.00

Doctor engagement

2026-10-15, Riverside General Hospital

6,200.00

Add an expense

Expenses need a connection at the moment. Offline capture is coming.

Categories, named in your industry's terms

Before send

Policy verdict shown on the phone

Exact

Amounts stored as whole paisa, never rounded

The screen is built for someone out of pocket.

The rep opens Expenses, sees what they are claiming this month and adds each item: category, date, amount, where it was spent and a note. Categories cover travel and fare, distance travelled, daily allowance, lodging, doctor engagement and other.

The status line says where the claim is in words a rep can act on, such as "Waiting on approval, step 1 of 2" or "Approved. It is with finance for payment."

Problems are shown before sending.

Anything that breaks the policy is listed under "Fix these before sending", and the send button stays off until it is fixed. Anything an approver should know is listed under "Your approver will see these" and travels with the claim without stopping it.

A claim can be taken back while nobody has decided on it. Once an approver has acted, the record of that decision is not the rep's to erase.

Every claim shows where it stands.

A claim moves from draft through each approval step to approved and with finance, and the rep sees each step as it happens. A returned or rejected claim carries the approver's note, so the rep knows exactly what to change.

Questions people ask.

Can approvers see which lines needed a receipt?

Yes. Your policy sets a receipt threshold per category, and any line above it is flagged for the approver when the claim is sent.

What does a rep see after sending a claim?

A status in plain words: waiting on approval with the step it is on, or approved and with finance for payment. A returned or rejected claim shows the approver's note.

Can a rep change a claim after sending it?

They can take it back while nobody has decided on it. If an approver sends it back, it returns to draft so it can be corrected and sent again.

Are expenses turned on for every account?

Expenses is switched on per account, so it appears for the teams that use it and stays out of the way for the rest.

Works well with.

Everything in expenses

Expense policy

Caps per line, per day and per month, receipt flags and approval levels. The rep's phone and the server run the same check, so they always agree.

Expense approvals

Managers see waiting claims oldest first, with the lines, the total and every policy flag, and approve, send back or reject with a note.

See it on your own team.

Tell us your fleet and we will size a proposal. Complete roll-out may take up to 4 months, counted from signed requirements and first payment.

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