The week happens in the car. The expense report still lands on Friday.
For the business development team at a treatment program: the people out visiting referral partners, hospitals, clinics, sober-living homes and courts all week. Receipts happen in parking lots, miles happen between appointments, and Friday is when the director wants the report. Expense Horizon lives on the phone, so the week builds itself as you drive it.
In the parking lot
Snap the receipt before you pull out. The fields fill in.
Open the app from the phone's home screen, take the photo, and the vendor, date, amount, category and address are suggested for you. Check, save, drive. Nothing waits in a cup holder until Friday.
- Camera, photo or PDF; straightened, cropped and read on the spot.
- Receipts that arrive by email get forwarded to your own private inbox address and wait on the week.
- Every receipt lands on the day it belongs to, so Tuesday's coffee run is on Tuesday.
Between appointments
Referral sources become saved places. The day's trip is a tap per stop.
Save the hospitals, clinics and sober-living homes you visit every month as places. Then the day's trip is home, first stop, second stop, third stop, home again, one tap each. The legs are computed for you and the miles land on the week at the rate the workspace sets.
- Saved places for the partners you see every month; Use My Location for the ones you do not.
- A receipt with an address doubles as a stop: tap I drove here and it is offered when you build the trip.
- Return-home toggle, trip total, on the week and on the report. You add the trip; nothing tracks you by GPS.
The referral lunch
Who you took and why, on the receipt itself.
Meal categories carry two extra fields: who was there and the business purpose. Fill them in when you file the lunch and they travel with the expense onto the report, so nobody comes back a month later asking who the second sandwich was for.
- Persons and business purpose on every meal-type category.
- Split cost when you only claim your share of the table.
- Category suggested from the receipt; change it if it guessed wrong.
Friday
The director approves from Team. The accountant reads everything and changes nothing.
Sign the week on Friday and it locks. Your director sees every person's weeks under Team, opens yours, checks it, approves it. The accountant has a read-only seat across the whole workspace and gets the weekly Excel in the workbook your program already uses, with a PDF of every receipt attached.
- Team: everyone's totals and miles for the last eight weeks, signed weeks marked, director approval recorded.
- Accountant role: read-only across every person, every week, every receipt.
- Weekly Excel in your own workbook or the house template, a receipts PDF, and one click to email both to the accountant.
How the week goes
Monday to Friday, in the car, in your own words.
- 01Monday to Thursday
Snap it, save it, drive.
Coffee at the hospital, lunch with the clinic director, gas on the way to court. Photo, check the fields, save. Tap I drove here and the address is ready as a stop when you build the trip.
- 02End of each day
Build the trip.
Home, then each saved place you visited, then home. One tap per stop, legs computed, miles on the week.
- 03Friday
Sign it and hand it up.
Sign the week and it locks. Your director approves it from Team; one click sends the Excel and the receipts PDF to the accountant in the workbook they already use.
Not you? See who else it is for
Next step
Running business development at a treatment program? Talk to us.
Tell us how many people are on the road, who approves, and which workbook the accountant expects. We set up the workspace by hand; the first week on the road is the walkthrough.