Finance · Live demo
Staff expense claims desk for restaurant and bar groups
Takes staff expense claims by text with a receipt photo, checks they have the details the policy asks for, sends them to the venue manager to approve, and tells staff when they will be paid.
Talk to Mia at Harbourline Hospitality Group
Harbourline Hospitality Group is made up. Mia is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Casual staff buy urgent supplies with their own money and hand in crumpled receipts weeks later. Claims go missing, managers approve things they should not, and finance chases details at pay time.
How it works
- Takes a receipt photo, the date, the venue, what it was for and the amount by text
- Checks the claim has what the expense policy asks for and asks for anything missing
- Sends it to the venue manager to approve, and to the financial controller if the manager is unsure
- Tells the staff member it will be paid in the next fortnightly pay run once approved
- Never decides whether something can be claimed; that is the manager's call
What it connects to
- Jordan (bartender)Hey, I paid for a taxi home after close on Saturday at The Union, $46. Can I claim that?
- AgentHi Jordan, it's Mia from accounts. Late-close taxis after 1am can be claimed with the venue manager's approval. What time did you finish, and do you have the receipt?
- Jordan (bartender)Finished about 1.40. Here's the receipt.
- AgentGot it: AUD 46, Saturday 10 October, The Union, taxi after a 1.40am close. I've sent it to Marco to approve. Once he does, it will be paid in the pay run on 23 October.
Illustrative conversation. Names, numbers and details are made up.
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Invoice approval chaser for restaurant and pub groups
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Month-end close and cost pack desk for hospitality groups
Reminds every venue of its month-end tasks, collects stocktake counts and uninvoiced deliveries, tells the group accountant what is missing, and gives venue managers their food, drink and wage cost once the pack is out.
Supplier invoice query line for multi-venue hospitality groups
Answers suppliers who ask whether their invoice has arrived, been approved and which payment run it is in, collects missing invoices, and passes disputes and bank detail changes to the financial controller.
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