Questions, answered

Click Get started, then use Proto to configure Travel & Expense Management for your business. Pilot one organization, a current accounting period and a supplier report that can be reviewed and reimbursed end to end.

Expense Preparer enters the supplier, dates, amount and coded lines, then submits the report for Expense Reviewer.

Expense Reviewer uses the approval action on a Submitted report. The report becomes Approved, and the action records a review decision and operation result.

Review decisions can record a Returned or Rejected outcome with conditions and notes. Agree the correction route and have the preparer submit the corrected record for a fresh decision.

Treasury Analyst schedules the linked reimbursement and records a local release through the configured action. After the payment provider supplies the result, Treasury Analyst checks the bank reference and marks it Reconciled.

Controller can locate the failed operation result in Operations Overview and assign the linked reimbursement to Treasury Analyst for follow-up.

Expense lines carries the description, quantity, unit price, tax code and ledger account. Staff Accountant reviews account use and the related journal context.

Accounting documents and document lines hold partner amounts, due dates and account-coded details. The send action records the attempt and moves a Draft document to Sent.

Accounting periods provides the calendar and state. Staff Accountant reviews the period on expense reports and journal entries; Controller checks balances and exceptions before changing period status.