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- Expense Reporting System
- Get started
Get Expense Reporting System running in four steps.
Plan the expense workspace around your policy and payment owners.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Expense Reporting System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Expense Reporting System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
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.
Agree the employee, manager and Finance ownership, eligible payment methods, required evidence and high-value route. Reconcile open employee claims and card statement balances before migrating work.
Configure the workflow
Test a mixed-method report, a date-effective mileage claim, a returned revision, a conditional Controller decision and a duplicate payment callback. Keep the actual accounting owner and payment confirmations visible.
Build with Proto
Download Proto and use the canonical system specification and paired app skill to create the configured application. Review the branch and acceptance evidence before releasing it to the team.
Set up Expense Reporting System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.