Expenses

Match Card Transactions to Expenses and Reconcile a Card Statement

Link card transactions to expenses in Finofo with Match to expense, upload the issuer statement, use Auto-match and resolve what is left.

Code Expenses by Account, Department, Project and Tax

Set document and line coding on Finofo expenses, code departments and projects with Class or Location, and submit coded expenses for approval.

Submit a Reimbursable Expense or Mileage Claim

Claim out-of-pocket expenses and mileage in Finofo: upload receipts or enter claims by hand, use your mileage rates and submit for approval.

Set Mileage Rates and Choose the Default Rate

Review and add per-kilometre mileage rates with GL coding in Finofo, choose the default rate for new claims and keep alternatives for employees.

Use Finofo Expense Management With Your Existing Corporate Cards

Keep your corporate cards: connect them to their bank, capture and code receipts, approve card expenses, match transactions and post to your ERP.

Handle Missing Receipts, Refunds and Split Expenses

Record a card expense without a receipt, review receipt math exceptions, find refunds in Transactions and split one purchase across several codes in Finofo.

Employee Reimbursements: Approval, Payment and Posting to Your ERP

Approve employee expense claims in Finofo, post them to your ERP and pay them individually or in reimbursement batches through Finofo Payments.

Submit an Expense Receipt by Upload, Email or Text

Send receipts to Finofo by uploading them, emailing the workspace address or texting the workspace number. Each receipt becomes an expense.

Set Up Corporate Cards and Expense Submitters

Add corporate cards with holders, GL accounts and approval settings in Finofo, and choose who submits card expenses and reimbursements.