Expense Management
Handle employee spend end to end: capture receipts, submit expenses and reports, approve and reimburse them, manage corporate cards, and keep card spend substantiated.
Configure expense settings
Set up the rules that govern expenses: the categories employees pick, the policy that caps and routes spend, and the posting profile that maps expenses to the ledger.
Manage expense profiles
An expense profile is who can submit and be reimbursed — their default currency, default approver, and bank details. Set one up for each person who claims expenses; only active profiles can submit.
Capture a receipt
Upload a photo or PDF of a receipt and mujez reads the merchant, date, and amount for you. Review the extracted details and turn the receipt into an expense in a couple of taps.
Submit an expense
Record an out-of-pocket or card expense — straight from a receipt or by hand. Beyond ordinary purchases you can also log mileage and per-diem, each priced from your policy.
Claim mileage and per-diem
Not every expense has a receipt. For travel you can claim mileage by distance or a per-diem by days — mujez computes the amount from the rates in your expense policy.
Submit an expense report
Group your expenses into a report and submit it for approval. Once submitted, the lines lock and the report routes to your approver.
Handle policy violations
When an expense breaks a policy rule, mujez flags it. A soft breach can proceed once it’s justified; a hard breach blocks submission until it’s fixed.
Approve expenses
Submitted expense reports wait in the approvals queue. A reviewer — someone other than the person who submitted — approves, returns, or rejects each one, with any policy violations flagged.
Return, recall, or clone a report
Expense reports aren’t one-way. A submitter can recall a report while it’s still pending; an approver can return it for changes; and a rejected report can be cloned into a fresh draft.
Reimburse employees
Once expense reports are approved and posted, a reimbursement run pays employees back for what they spent out of pocket — settling the reimbursement payable against your bank.
Manage corporate cards
Register the corporate cards your team uses and import their transactions. Each transaction is matched to an expense; anything still unmatched is flagged so nothing slips through.
Match card transactions
Each imported corporate-card charge should be tied to the expense it paid for. Matching links the two — and when the report posts, the card clearing is reclassified onto the card payable.
Review unsubstantiated card spend
This report surfaces corporate-card charges that don’t yet have a matching receipt or expense, grouped by card and aged against your substantiation deadline — so you can chase the missing paperwork.
Review expenses as a controller
Beyond each employee’s own view, finance gets a read-only window over every expense line and report in the entity — to audit spend, follow approval threads, and check what posted to the ledger.
More guides for this module are on the way. Back to documentation