The Expenses module is designed to simplify and digitize how organizations handle business-related spending. It benefits everyone involved in the process:

• Employees can log and track their expenses with ease.
• Managers can review, approve, or reject expenses in just a few clicks.
• Finance/Admins gain full visibility and control over budgets and spending.

It also integrates seamlessly with other modules like Payroll, Projects, and Factorial Cards, enabling a fully connected financial workflow.

What Processes Does It Cover?

The module supports the full expense lifecycle:

• Creating and submitting an expense.
• Reviewing and approving or rejecting expenses.
• Managing payments and reimbursements.
• Linking approved expenses with payroll when needed.
• Tracking and controlling spending by team, project, or cost center.
• Using Factorial corporate cards for automatic expense syncing.

Where to Find the Expenses Module

Depending on your role in Factorial, you’ll find the Expenses module in different places.

If you are an Admin or part of the HR/Finance team:

1. Go to the sidebar and click on the Spending tab
2. Under Employee Expenses, you’ll find all expense submissions and related data linked to your team or organization
3. From here, you can manage expense requests, review statuses, configure policies, and export data

If you are an Employee:

1. Head to the sidebar and click on My Spending
2. You can:
   1. Submit new expenses
   2. Review the status of your past submissions
   3. Access your Factorial Cards and related transactions

How does it connect with other Factorial modules?

• Payroll: Approved expenses can be added to payroll for reimbursements.
• Projects/Cost Centers: Expenses can be linked to specific projects or departments.
• Cards: Factorial corporate cards sync automatically with the Expenses module, streamlining expense submission.