One week, from receipt to report.
Five steps, in the order your team actually does them.
Plainly
What is a weekly expense report?
The week is the unit. Every receipt and every mileage trip lands on the week it happened in; on Friday the person who spent the money signs that week, a director or the owner approves it where the workspace uses approvals, and it goes to your accountant as an Excel workbook plus a PDF of every receipt. Next week starts empty.
Capture
Two ways in. As you go: snap the receipt with the phone camera the moment you get it, or forward it to your private inbox address. On Friday: drop the whole pile of photos and PDFs into Bulk at once. Both are straightened, cropped and read, with the vendor, date, amount and category suggested for you.
See capture on the go, or bulk upload
Review on the week
Everything lands on This Week. Fix a category, split a receipt to claim a share, add a mileage trip from a saved place. Nothing sits in a queue somewhere else; the week is where you review.
See mileage
Sign
When Friday comes, sign the week. It locks. If something turns up later, amend it, and the amendment is recorded alongside the original.
See signing and amendments
Approve
Where the workspace uses directors, they see their people's weeks under Team and approve them there; the owner can approve from Team too. The accountant can read everything, change nothing.
See roles and approvals
Report
The week becomes an Excel workbook built from your own template or the house one, plus a PDF of every receipt. One click emails both to your accountant, or pull a filtered CSV from History whenever you need one. Either way, the week is done.
See reportsBefore step one
What setup looks like.
A few things are set once when the workspace is created: the workbook, the mileage rate, home addresses and saved places, and who approves. We do that with you. Anything set wrong can be changed later without losing a receipt or a week. The full list is on the why page.
Next step
Want to see this on your own receipts?
Tell us who files and which workbook your accountant expects. We set up the workspace by hand and walk everyone through their first week, step by step.