Expenses

What the Home says, checked against the app — 7 backed · 6 partly · 2 not verified · 2 new since the last check

• Backed by the appScanned receipts are read with AI and itemised line by line (line-item extraction).
• Backed by the appEvery captured receipt or document lands in a scans inbox where it waits for a person to allocate it.
• Partly livewas backedReceipts can be sent to the inbox (e.g. by email) to be read automatically, without retyping.Why: Receipts can be emailed into the inbox, but none of the files shown read a receipt or turn it into an expense without retyping. The only extraction shown is for e-transfer and payment notices, and expense application is a manual task.
• Backed by the appExpenses can be recorded manually without scanning.
• Partly livewas backedEach receipt line can be allocated to a work order, a catalogue item, or a tax line.Why: Catalogue and tax allocation work, but the work-order allocation is just a free-typed number on a catalogue record, not a link to the actual service order.
• Backed by the appScanned lines are matched into the tenant's existing catalogues so a line becomes a real part or category rather than free text.
• Backed by the appApproval and reimbursement state is stored on the expense record.
• Partly liveApproved expenses post to Books under the division that spent them.Why: Only reimbursable claims are posted here; posting of ordinary company-paid expenses is said to be done by Books (mapExpense/expenseToBooks), which is not shown.
• Partly liveFuel lines can be allocated to a specific truck, parts to the work order, and tax lines to tax.Why: Tax-to-tax allocation exists, but no code allocates a line to a specific truck, and parts go to the catalogue rather than a real work order.
• Partly liveNEWThe flow is three steps: photograph, allocate each line, then approve and it posts automatically to Books.Why: Photographing and allocating work, but automatic posting on approval is shown only for reimbursable claims; company expenses depend on Books code that is not shown.
• Backed by the appThe module uses the same tenant identity, permissions and shared records as the rest of AppSite.
• Backed by the appNEWExpenses runs in a Desk pane alongside a second module.
• Partly livewas not backedScanning, the inbox, allocation and posting to Books are included in every AppSite plan.Why: Paid Pro and Enterprise tiers can include Expenses, but the code gates it at the pro tier and excludes trial plans, so it is not part of every plan.
• Not checked yetExpenses is in the recommended module set for 7 of 19 industries.Why: Content, not code: an industry-recommendation count.
• Not checked yetThe related course and certificate are included free and open in Training.Why: Content, not code: claims about specific courses and certificates in Training.