From a receipt on a phone to a rebilled client cost.
Expense management in Firmlytics is not a bolt-on. Receipts become expense lines, lines are checked against policy, approved, reimbursed, posted to the books and, where billable, added to the client’s next invoice.
- Module
- MN-05
- Used by
- Everyone; finance approves
- Feeds
- Billing, accounting, reports
- Package
- Add-on or Enterprise Suite
What Expenses & Travel does.
Snap a receipt
Capture receipts from a phone, or forward them to the firm’s receipts inbox by email.
Expense reports and policies
Group expenses into reports checked against firm policies, with approval delegations when approvers are away.
Trips and travel bookings
Plan trips, record travel bookings and keep every cost on the right trip and client.
Per-diem, mileage and cash advances
Per-diem rates, mileage claims and cash advances settled against later expenses.
Reimbursement payouts
Pay approved claims and track what has been paid, with an expense dashboard for finance.
Billable expenses
Costs marked billable flow to the client’s invoice instead of being written off.
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Create a Delhi trip for the client workshop on the 14th.”Trips
- “Turn this flight booking into an expense.”Expenses
- “Approve Rahul’s October expense report.”Approvals
- “Pay out every approved reimbursement.”Payouts · irreversible
Same data, one step away.
Firms that rely on it most.
Expenses & Travel: common questions.
Can staff submit receipts from their phone?
Yes. Receipts can be captured on a phone or emailed to a receipts inbox.
Can client costs be rebilled?
Yes. Expenses marked billable appear for inclusion on the client’s invoice.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.