Surfaces
Finance Expenses
Submit itemized claims, review policy, approve or reject, and reimburse with evidence.
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Register and fields
The register shows claimant, purpose/reference, event/category, date range, currency, claimed/approved/reimbursed/outstanding amounts, policy state, lifecycle, approver, and evidence health. Filters cover claimant, lifecycle, policy result, event/category, date, evidence, amount, and currency.
A claim contains claimant, purpose, dates, event/category/account dimensions, currency, and guided item rows. Each item has date, merchant/payee, description, amount, tax where supported, category, and evidence. Raw JSON is not an operator control.
Lifecycle
Save draft, submit, review, approve/reject, and reimburse are separate commands. Submission freezes the reviewed version. Policy results identify rule, outcome, required explanation/evidence, and exception authority. Reimbursement cannot exceed approved outstanding and retains payment/journal/audit links.
The server rejects invalid totals, cross-scope items, missing or quarantined required evidence, stale version, maker-checker conflict, unauthorized exception, duplicate reimbursement, and locked period.
Recovery
Correct a draft directly; after approval/posting use the approved adjustment or reversal path. On a policy exception, document business reason and independent approval rather than changing the category to hide the rule. Escalate a reimbursement without a canonical payment/journal receipt.