Expense Submitter Portal
The expense submitter portal lets employees submit receipts without giving them access to your dashboard, settings, documents, clients, or integrations.
Availability
Expense submitter portal is available on Team and Firm plans only. Solo plan does not include expense claims or expense submitter access.
How employees submit
- Owner or Admin invites the employee from Team settings.
- The employee accepts the invite and lands on /expenses/submit.
- They upload or photograph the receipt.
- Sumext extracts the available details automatically.
- The employee confirms the accounting-ready fields and submits the claim.
Fields captured
- Date
- Expense account
- Paid through
- Amount and currency
- Vendor
- Tax, tax treatment, and place of supply
- Reference number
- Customer
- Business purpose
- Receipt attachment
What happens after submission?
The claim stays Pending until an Owner or Admin reviews it. Employees cannot approve, reject, mark paid, or submit the claim to accounting.
After approval, an Owner or Admin can submit the claim to Xero, QuickBooks, or Zoho Books.
Restricted access
Expense Submitters can only submit and view their own expense claims. They cannot access team settings, documents, clients, contractors, integrations, approval rules, or other employees' expenses.