Templates and expense types

Create an expense report template and add the expense types: airfare, accommodation, meals, mileage, entertainment. Set the account per type — and note that this is where expense reports get their accounting. Configure itemisation requirements for accommodation, receipt requirements (threshold-based and always-required), and the required fields per type: attendees for entertainment, distance for mileage. The account per expense type is the whole accounting design for this module. It is simple, and it is often overlooked precisely because it is simple. Receipt thresholds: ask the client's policy rather than inventing one, and ask whether they actually enforce it. A threshold nobody enforces is a field everybody works around. Every required field is friction. Require only what is genuinely needed — this is the one module where over-configuration directly reduces adoption, and low adoption is what produces the three-months-at-once problem.

In this module: Module 10 · Expenses

1. 1How expenses actually flow
2. 2Templates and expense types
3. 3Policies and rate schedules
4. 4Approval and audit
5. 5Corporate cards
6. 6End to end and what breaks
7. 7Lab: build an expense policy