The same policy check
A claim filed on WhatsApp is checked against your policy when it is submitted, like any other claim.
WhatsApp expense claims: file expenses and trips by chat
Employees do not have to open the app to file a claim. They send a message on WhatsApp, and the expense is logged or the trip is raised.
Expenses
Type what you spent, or send the receipt
The employee sends a message such as the amount, what it was for and the city. The expense is logged.
If they send a photo of the receipt instead, the receipt is read for them and the expense is logged from it.
-
A receipt photo, read from the chat.
Trips
Raise a trip the same way
One message with the destination and the dates creates the trip request. It is the same assistant, AeonX IQ, that works inside Xpense.
-
A trip raised by chat.
Approvers
Approval requests arrive with a link
When something is waiting for an approver, the request arrives on WhatsApp with a link. The link opens the request in Xpense.
The approver signs in to Xpense and approves or rejects it there.
-
An approval request with a link into Xpense.
What happens after the message
The same receipt reading
Receipts are read automatically, with duplicate detection.
Receipt readingThe same assistant
AeonX IQ works inside Xpense and on WhatsApp.
AeonX IQQuestions about WhatsApp
How do employees file an expense?
From the mobile app, from the web, or by chatting on WhatsApp. On WhatsApp they can type what they spent or send a photo of the receipt.
Can an expense be filed without opening the app?
Yes. An employee can file an expense by WhatsApp chat. If they send a photo of the receipt, it is read for them.
Can an approver act from WhatsApp?
The approval request arrives on WhatsApp with a link. The link opens the request in Xpense, where the approver signs in and approves or rejects it.
Does AeonX IQ work on WhatsApp?
Yes. The same assistant works on WhatsApp, where employees can file expenses and create trips by chat.