Receipt and purpose together
Attach receipts, record merchant, date, tax and payment source, and explain the purchase. Receipt-reading suggestions need review before submission.
Field receipts and employee expenses
Zepfolio Expenses
Every receipt, with the job behind it. Give the field a straightforward expense record and the office a complete path through approval and payback.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at Expenses.
Sample Company
Expenses workspace
ExpensesMy Expenses
Awaiting approval
1
Ready to pay back
$216.00
Company card costs
$78.42
Needs correction
1
| Expense / merchant | Employee / project | Amount | Status |
|---|---|---|---|
Summit Mechanical Supply 2026-10-19 · R-78421 | Cedar House • Mechanical rough-in | $284.76 Personal payment | Submitted |
Front Range Fuel 2026-10-19 · F-10654 | Service • Truck 03 | $78.42 Company card | Approved |
Ridgeline Tool Rental 2026-10-18 · T-90841 | Oak Street • Underground | $216.00 Personal payment | Approved |
Canyon Hardware 2026-10-17 · H-40924 | Cedar House • Mechanical rough-in | $64.80 Personal payment | Paid back |
Northside Cafe 2026-10-16 · C-1847 | Oak Street • Underground | $42.60 Personal payment | Returned |
Summit Safety 2026-10-20 · S-5210 | Shop • General | $95.40 Company card | Draft |
For field staff buying job materials and office teams reviewing receipts, project coding and reimbursements.
- 01Capture the receipt and purpose
- 02Review expense and job coding
- 03Record approved costs and paybacks
The work, from start to finish
Split costs across the work
Code expense split lines to projects and categories. Keep the original receipt attached and reconcile every line to the expense total.
Review before reimbursement
Authorized reviewers approve expenses or return them for correction. Review notes and status history keep the field and office on the same record.
Personal and company-paid purchases
Distinguish reimbursable purchases from company-card spending. Employee paybacks use a separate reimbursement workflow so costs are not posted twice.
Project costs connected to the books
Approved expense coding connects operational costs to accounting and the underlying project. Company access and permissions continue to apply.
History survives payment
Paid-back expenses cannot be voided while linked to a reimbursement run. Preserve the payment and accounting history rather than delete the evidence.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
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Cross-company cash, ownership and standing
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Customer reviews and service follow-ups
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Company messaging and job conversations
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Company social campaigns and publishing
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Employee records, scheduling and payroll preparation
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Customer relationships and sales pipelines
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Construction time tracking
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Contractor accounting
Zepfolio Projects
Construction project management
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Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Does the sample upload receipts to a company?
No. Its fictional records and changes stay in this browser session. It does not read receipts with AI, send approvals or transfer money.
Can we split a receipt between jobs?
Split lines can carry their own project and account/category coding. The lines must reconcile with the total expense.
Are company-card expenses paid back?
Company-paid purchases and reimbursable personal spending are separate. Company-card expenses should not create employee paybacks for the same purchase.
Can a reimbursed expense be deleted?
Paid-back expenses retain their reimbursement history. Voiding is blocked while that payment relationship exists.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
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