Questions, answered

Click Get started, then use Proto to configure Expense Reporting System for your business. Set up your workflows, import your data and invite your team.

Receipts retain uploaded images, PDFs and supported forwarded email, with configured OCR suggestions. The employee confirms the extracted details and keeps the original evidence connected to the report.

No. Company-paid charges remain part of the issuer liability. Eligible approved out of pocket, Mileage and per diem lines contribute to the employee payable. A mixed report preserves that separation.

The configured high-value threshold adds a Controller decision before final Finance approval. Ordinary reports follow the manager and Finance route. Card statement reconciliation has its own Controller sign-off.

Material changes create a new submission revision and reroute the required decisions. Earlier decisions remain attached to their original revision and cannot authorize the changed claim.

Use reviewed references for the expense date and applicable scope under the company’s policy. Preserve the approved rate basis when later tables change. Do not claim the same covered cost through both an allowance and an actual-cost line.

Only a downstream confirmation identifying the actual reimbursement payment sets Paid. An API acknowledgment, scheduled date or closed payroll run alone is insufficient. Reconcile a returned payment before replacement.

No. Matching connects the issuer charge to expense evidence. Finance prepares the statement balance, Controller signs the reconciliation, and AP confirms the separate payment outcome.

The system stores evidence and configured classifications for review. Reimbursement eligibility and tax deductibility are different decisions. The organization must maintain the applicable dated rules and verify its actual treatment.

This website and the paired skills describe the authored system. Download Proto to configure the application, connect the chosen providers and review the acceptance evidence before launch.