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Expense Intelligence

30+ expense categories with policy limits and receipt capture

Mobile-first expense operations for global field teams. Receipt capture linked to verified routes, 30 pre-built expense categories (15 universal + 15 industry-specific), and four-tier limit hierarchy — personal, band, category, and global.

30+Expense categories

Capabilities

01

Mobile receipt capture

Field employees photograph receipts on mobile. Claims arrive structured with category, amount, and linked shift session GPS data.

02

30 configurable categories

15 universal categories enabled by default (travel, meals, equipment, software) plus 15 industry-specific categories (manufacturing, healthcare, retail, technology, construction).

03

Four-tier limit hierarchy

Personal limits override band limits, which override category limits, which override global limits. Effective limit calculated automatically on submission.

04

GPS-expense correlation

Every expense claim can be cross-referenced against verified distance data. Accounts teams catch inflated travel claims before approval.

Technical architecture

  • expense_categories table with icon, color, receipt requirements, tax flags, and limits
  • expense_claims and expense_items with full audit history
  • Real-time limit validation on mobile before submission
  • Category sync from admin console to mobile every 24 hours with on-demand refresh
  • Configurable per-claim, daily, and monthly thresholds in USD or local currency

Business outcomes

  • Replace unstructured receipt emails and messaging app photos
  • Enforce spending policies automatically at point of submission
  • Give finance teams structured, auditable expense data
  • Reduce accounts processing time by up to 70% for field claims

FAQ

Expense Intelligence questions

Scootee ships with 30 pre-populated expense categories: 15 universal categories enabled by default and 15 industry-specific categories that organizations can enable per their sector.

Scootee supports four limit types with priority: personal employee limits, employee band limits, category limits, and global organization limits. The most specific limit always takes precedence.

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