Our work
Expense review workspace
An expense review workspace connecting requests, supporting evidence, decisions and the accounting handoff.
- Industry
- Finance operations
- Interfaces
- Finance panel
Business context
The challenge
Finance teams need to understand what an expense is for, inspect its supporting documents and resolve questions before handing approved entries to accounting. Keeping those decisions beside the request makes the review easier to follow.
The approach
The solution
The workspace organizes expenses and their evidence into a review queue, with decision history and the context needed for the accounting handoff. The interface brings the request, documents and reviewer actions together around the financial process.
Features
- Expense requests
- Supporting documents
- Approval thresholds
- Accounting export
Made for this workflow
Adaptations
- Cost-centre context added to the review queue.
- Exceptions collected in a separate manager view.
Interface 1 / 1
Finance panel
Review expense evidence and follow approval decisions.
Expense review queue · 1 / 1
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