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Client Funds & Expenses
Track and approve spending from a client's own accounts, with receipts.
- 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.