Expense receipts

Expense receipts are used for employee spending, card charges, travel, meals, and other out-of-pocket or company-paid expenses. In Sifterra, an expense receipt is reviewed and turned into general journal lines. It is not treated like a vendor bill that needs to be paid through Accounts Payable.

In This Section

• Receipts versus invoices explains when a document belongs in the receipt workflow instead of invoice processing.
• Review expense receipts covers the normal receipt review flow and the fields that matter most.
• Correct coding and patterns explains how to fix line coding, reuse defaults, and manage saved patterns.
• Receipt review notes collects important current-product limits and caveats for receipt reviewers.

The Short Version

The receipt workflow is built around one question: can each receipt line be turned into the right expense entry?

In practice, that means:

1. open the receipt in Sifterra Expense Review
2. compare the document with the extracted header and lines
3. confirm every line has the right expense account
4. review dimensions, balancing account, and pattern use where needed
5. approve with Approve & Create Journal Lines

What Makes Receipt Review Different

Regular invoices are about vendor billing and payables. Expense receipts are about classifying spending into the right journal lines and expense accounts.

That difference matters because:

• receipt approval is blocked if any expense line is missing an expense account
• reviewers usually spend most of their time in the expense lines, not the document header
• saved patterns and learned patterns can influence coding before approval

Related Topics

• Read Processing documents for the queue flow that leads into receipt review.
• Read Review and approval for the standard review flow on non-receipt documents.