Expenses

Claims that follow your rules, approved at the right level.

Claims follow your expense heads and allowance rates, with fuel and mileage worked out from your rates, and every approval follows the right chain of command.

  • Expense approvals: travelling claims show the amount claimed next to the amount approved, line by line, and simple expenses can be approved or rejected straight from the list.
  • Fuel compensation: the app suggests a round trip (home → doctors → home), and the amount is kilometres × your rate per km.
  • Tracking and reports: calls, call average, coverage, plan adherence, approved expenses and attainment for any date range, with CSV exports.
  • Expense heads: claim types shown once a rep picks Local, Meeting or Out Station, each with its own receipt rule.
  • Towns and distances: towns with region, category and headquarters flag, plus the distance matrix travelling claims use for mileage.

Plans

Expenses on each plan

One simple price per user, per month. Every plan starts with 2 months free.

FeatureSilver$2.50Gold$3.50Platinum$4.25
Expense approvalsclaimed vs approved✓✓✓
Expense headsclaim types & receipt rules✓✓✓
Tracking & reportsKPIs and CSV exports✓✓✓
Fuel compensationkm × company rate, suggested route–✓✓
Towns & distancesmileage matrix for travelling claims–✓✓

Try it with your own team.

Free for the first 2 months. We set up your workspace and migrate your data.