GST details validated
GST details are captured and validated at submission and included in report exports. HSN and TDS masters are maintained in Xpense.
Expense controls for finance controllers
The checks a controller cares about run when the claim is submitted: the policy check, the GST details and the duplicate check.
The parts of Xpense that matter here
Duplicate receipts flagged
Receipts are read automatically, with duplicate detection.
Policy check at submission
Every claim is checked against your policy when it is submitted.
Advances through to settlement
Advances, petty cash and settlement are tracked end to end, in more than one currency.
Posting to SAP
Approved expense reports are posted to SAP, with GL mapping.
Available
Tally voucher export
Tally voucher export is available.
Utility bills, with the accounts step
For store utility bills, accounts add the tax code, HSN and TDS details before the bill posts to SAP.
Utility billsReceipts
The same bill twice is flagged
Duplicate detection is part of receipt reading. A receipt that matches one already submitted is flagged on the claim.
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A possible duplicate, flagged.
Posting
Posted with GL mapping
An approved expense report is posted to SAP with GL mapping, so the controller reviews the mapping once and not each report.
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Expense categories mapped to GL accounts.
Questions
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.
Does Xpense read receipts?
Yes. Receipts are read automatically using OCR. The employee checks what was read and submits the claim.
What happens if the same bill is submitted twice?
Receipt reading includes duplicate detection, so a receipt that matches one already submitted is flagged.
How is mileage claimed?
Mileage is calculated from the route and the rate for your vehicle.
Does Xpense capture GST details?
Yes. GST details are captured and validated when the claim is submitted, and they are included in report exports. HSN and TDS masters are maintained in Xpense.