Expense Reports

Overseas Company Expense Reimbursement Form

Pick the store and the dates, check the purpose on each line, then generate the form and the receipt packet. Both are built from these expenses, so the form's total and the receipts behind it always agree.

Totals by Branch × Category

No expenses in this range.

Import Card Statement

Upload the credit card company's export (.xlsx or .csv with Date, Description/Merchant, and Amount columns). Charges auto-match to submitted expenses on the same card by amount + date. Whatever doesn't match shows below as needs receipt. A refund is paired with the purchase it cancels — both drop out of the expense queue, so a returned order never lands on a reimbursement form.

Receipts filed under the wrong card

Whoever records an expense picks the card from a dropdown, and the wrong one gets picked. Auto-matching only ever looks within one card — deliberately, so a $40 charge on one card can't swallow a $40 receipt from another — so a miscarded receipt never meets its charge: the charge sits in the needs-receipt queue while the receipt sits orphaned, and one purchase looks like two problems. This finds them by amount and date across every card.

No charges here.

Any other receipt

Trade invoices, counter slips, hauling invoices, emailed receipts — drop them in and each one is read, matched to the charge with that total (across every card, since the card is what people get wrong), and filed as that expense's receipt. Anything with a total that several charges share comes back for you to pick.

Amazon order screenshots

The statement only ever says “AMAZON MARKEPLACE NA PA”, so drop the Amazon Order Summary pages in here (the printable one with the Grand Total). Each screenshot is read, matched to the charge with that exact total, filed as that expense's receipt, and the item names become the description. Amazon bills each shipment separately — when a total doesn't land on one charge, you get the likely charges to pick from instead of a guess.

Which expenses have a receipt

Every expense in the range, split into the ones with a receipt on file and the ones still missing one — missing listed oldest first, because those are the hardest to find later.

Company Credit Cards

Assign each card to the login that holds it. A card with a login is that person's alone: nobody else is offered it, and its charges show only to them and the expense admins. A card with no login is shared, so every submitter can pick it.