Processes
Recurring finance routines that move posted expense data through to payout and review. Where Daily Tasks handle individual expenses as they arrive, processes are run periodically across many records at once - a reimbursement run, a payroll export, a period-end review.
In this section
| Process | What it does |
|---|---|
| Process reimbursements | Pay employees via payment journal, vendor, or file export (incl. payroll file generation) |
| Review posted expenses and reporting | Posted lists, analysis mode, archives, and audit exports |
Related
- Concept: Expense lifecycle
- Concept: Posting and GL
Using Multi-Entity Management (MEM)? The Pending Reimbursement page shows all entities regardless of MEM filtering - filtering applies after entries are transferred to the payment journal. See Multi-Entity Management.