Ingrid
Book a demo
Ingrid Expenses · Expense reportsEarly access

Expense reports, approved and posted.

Ingrid Expenses is in early access and available to selected customers. Employees submit expense reports, an approver reviews them, and an approved report posts to Spire after a person confirms.

Request early access
Status
Early accessAvailable to selected customers. Request access to hear when it opens up.
Available now
Submit, approve, postEmployees submit reports, an approver reviews them and an approved report posts to Spire.
Coding
Account and tax code per categoryAdmins choose where each expense category posts, from your live chart of accounts.
Posting
A person confirmsNothing posts to Spire until a person confirms it.
From report to Spire

Five steps, and a person at the last one.

An expense report moves from the employee to an approver, and from the approver into Spire only when someone confirms it.

  1. SubmitAn employee submits an expense report.
  2. ApproveThe report goes to an approver.
  3. CodeEach category posts to the account and tax code your admin chose.
  4. ConfirmA person confirms the post.
  5. Posted to SpireIf the employee is not yet a Spire vendor, Ingrid creates the vendor on confirm.

Reports flow one way: submitted, approved, confirmed, posted.

What is available

Everything here is in early access today.

Each item below is built and available in early access.

  • Submit expense reports

    Employees submit their own expense reports for approval.

  • Approver review

    Every submitted report goes to an approver before anything else happens.

  • Account and tax code per category

    Admins choose, for each expense category, the account and tax code it posts to, picking from your live chart of accounts.

  • Posted after you confirm, vendor included

    An approved report posts to Spire only after a person confirms it. If the employee is not yet a vendor in Spire, Ingrid creates the vendor when you confirm.

How it behaves

Set once by an admin, checked by people.

Submitting, approving and confirming are separate steps, and the coding is set up ahead of time.

Employees

Submit a report

An employee puts together an expense report and submits it. It goes to an approver.

Admins

Choose where each category posts

For every expense category, pick the account and the tax code from your live chart of accounts. The same choice applies to every report.

On confirm

Posted to Spire, vendor included

When a person confirms an approved report, it posts to Spire. If the employee is not yet a vendor there, Ingrid creates the vendor at that moment.

What is available, and what is coming

Built and coming.

Expenses is in early access and available to selected customers. Each item says whether it is available now or coming.

Showing 4 of 4 features

Available in early access04

  • Submit expense reportsEmployees submit expense reports, which go to an approver.
  • Account and tax code per categoryAdmins choose, for each expense category, the account and tax code it posts to, picking from the live chart of accounts.
  • Posted to Spire after you confirmAn approved expense report posts to Spire after a person confirms.
  • Vendor created on confirmIf the employee is not yet a vendor in Spire, Ingrid creates the vendor when you confirm.
Works alongside

Better with the rest of Ingrid.

Request access to Ingrid Expenses.

Tell us how expense reports work at your company today. We will be in touch as Expenses opens up.

Request early access