Structured submissions
Employees submit the category, currency, amount, date and description associated with their claim.
Work & pay · Expense management
Make every expense claim easier to review.
Bring employee claims, decision notes and approval status into one workflow.
Inside Expense management
What your team can do
- Structured submissions
- Finance and manager scope
- Decision history
- Spend visibility
The purpose
Expense management, in context.
An expense claim should arrive with enough context for a considered decision. UmiHR captures the amount, currency, category, incurred date and explanation in a structured record. Managers and finance approvers can inspect the claim and record their decision, while the employee can follow its status.
Finance and manager scope
Route review through the permissions held by finance and people managers, instead of giving general approval access to everyone.
Decision history
Approve or reject with notes so the outcome has context for the employee and the reviewing team.
Spend visibility
Review expense category totals in analytics and see related claims in the unified approval queue.
A connected workflow
From the first action to a clear outcome.
The employee submits a complete claim.
An authorised reviewer opens the detail.
The reviewer records approval or rejection and notes.
Finance handles reimbursement through its payment process.
Access & scope
Clear responsibilities. Informed expectations.
Employees submit their own claims. Managers and finance approvers review within their permitted scope.
Scope to consider
Receipt-to-claim attachment association and reimbursement payment execution are not automated in this release.
A closer look
Does approving a claim transfer money to the employee?
No. Approval records the decision. Your finance team executes the reimbursement through its banking or accounting process.
Can this module be included in our package?
Module access is configured through the subscription plan and then checked against each user’s role. Discuss the combination of modules and employee capacity you need with the UmiHR team.
Connected by design
Continue the workflow.
Unified approvals
Bring leave, expense and access approvals into a contextual review experience.
Explore Unified approvalsPeople analytics
Review headcount, organisation distribution, leave, payroll, expenses and talent activity.
Explore People analyticsEmployee helpdesk
Track employee tickets, conversations and resolution in a dedicated service experience.
Explore Employee helpdeskSee expense management in your team’s context.
Tell us about your team, your current processes and the workflows you want to improve.