Help Center
Client Funds & Expenses
Track and approve spending from a client's own accounts, with receipts.
Client funds are tracked from the client's own accounts: staff record an expense with a receipt (scanned and read for amount and date), administrators approve it, and accounts, categories and budgets keep the ledger auditable. These articles cover recording an expense, approving it, and managing accounts and budgets.
Start here
- Recording a client expense (with receipt scanning)Spend a client's own money the right way: open their account, record a withdrawal, scan the receipt to auto-fill the form, and submit it for review.
- Reviewing and approving client expensesWork the approval queue: check each submitted client expense, then approve, return, or reject it. Approving posts the amount to the client's balance.
Articles in this section
- Recording a client expense (with receipt scanning)Spend a client's own money the right way: open their account, record a withdrawal, scan the receipt to auto-fill the form, and submit it for review.
- Reviewing and approving client expensesWork the approval queue: check each submitted client expense, then approve, return, or reject it. Approving posts the amount to the client's balance.
- Managing expense accounts, categories, and budgetsSet up the accounts that hold each client's money, the categories and receipt rules that classify spending, and the budgets that flag overspending.
Still stuck?
Email support@enmantle.com — a real person replies.