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Expenses

Whose expense it is, and therefore who answers a query about it.

Whose expense it is, and therefore who answers a query about it.

What you would route on

Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:

FieldWhy you would route on it
CategoryTravel to the office manager, materials to the site lead.
AmountLarge claims to a director.
BranchWhich site is spending.
VendorRecurring suppliers to the person who deals with them.

A worked example

A firm routes expenses above ₹50,000 to the finance manager and everything else to the branch lead who incurred them. The large ones get a second pair of eyes without slowing the small ones.

Caps and overflow

SettingWorth it here?
A cap per personRarely.
An overflow ownerRarely.

Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.

Where to go next

Next in assignment Invoices → Stock adjustments →

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