14

Flowyteam Account

Last Update vor einem Monat

What to do if account activation is not working How to change email address What do I do if I have an issue with my Appsumo code or Subscription? Accessing AI Persona How to Leave Notes in a Client File on FlowyTeam

What Is the Difference Between the Claim and Expenses Tabs? Do We Need to Use Both?

Hadfina

Last Update vor einem Monat

In FlowyTeam, both the Claim and Expenses tabs serve financial tracking purposes, but they are designed for different types of entries and approval processes. Understanding the distinction helps streamline your internal reporting and reimbursement procedures.
Claim Tab

The Claim tab is used when employees are submitting reimbursement requests for company-related out-of-pocket expenses.


Examples include:


  • Travel reimbursements

  • Office supply purchases

  • Client meeting expenses


This section typically includes a review and approval process before reimbursement is made.

Expenses Tab

The Expenses tab is used for tracking company spending and expense reports, usually by finance or admin staff, that may not involve employee reimbursement.


Examples include:


  • Recurring office expenses

  • Paid vendor invoices

  • Departmental budgets and spending


It’s more for recording financial transactions, rather than individual claims.

Do You Need to Use Both?

It depends on your organization’s workflow:


  • If employees need to submit expenses for approval and reimbursement, use the Claim tab.

  • If you're only tracking general company expenses, the Expenses tab may be sufficient.

  • Many companies use both, assigning different access and usage based on role and department needs.