CATEYE Expense Manager
Expense reports from claim to reimbursement: employees submit, managers approve, finance checks the policy and the GST, and the books are posted without re-typing.
From a receipt to a reimbursement, with nothing typed twice
The same report moves through the employee, the approvers and finance, and every step is kept on it.
Claims from anywhere
Employees submit reports from the web portal or the CATEYE Finance app, with receipts attached, attendees named and amounts split across projects or cost centres.
Approvals that follow your rules
Manager approval, then extra steps for the cost-centre owner, the department head or finance when the amount or the policy calls for it. Delegates cover absences.
Policies and limits
Spending limits by expense type, grade and city tier, per-diem and mileage rates, and audit rules that flag duplicates, missing receipts and weekend spending.
Reimbursements
Approved reports go into payment batches with a bank file for your bank, and the employee sees when the money was sent.
Posting to the books
Each report becomes a journal with the right ledgers, GST and cost allocations, into CATEYE Accounting or exported to Tally, QuickBooks Online or Zoho Books.
A full trail
Who submitted, approved, sent back or paid, and when. Receipts are kept unchanged and included in company backups.
Built around Indian GST and tax rules
Employee spending is where input tax credit is most often lost or wrongly claimed. The Expense Manager checks each line against the rules before finance sees it.
- Input tax credit worked out per entry: the supplier GSTIN must be valid, the invoice must be in your company’s name, and blocked categories under Section 17(5) are excluded
- Matching against GSTR-2B, with the Section 16(4) deadline tracked, so credit is claimed in time or not at all
- Per diems, mileage and allowances with the tax treatment recorded for payroll and Form 16
- Cash advances settled against reports, and multi-currency claims converted to rupees at the rate on the day
- Reimbursement by IMPS or NEFT through a bank file, with the employee’s bank details kept in their record
Start simple, add what you need
The Expense Manager runs on its own or as part of CATEYE Accounting, and the extra areas switch on when you are ready.
Travel requests
Trips approved before they are booked, with the report settled against the request afterwards.
Corporate cards
Card transactions imported and matched to receipts, so card spending is reconciled like everything else.
Spend analytics
Spend by department, project, expense type and employee, with trends and policy exceptions.
Set up to fit your business
Your policy, as settings
Expense types, limits, approval steps and audit rules are configured on screens, not in code, and apply from the date you choose.
Your people
An employee directory with grades, reporting lines and bank details, shared with CATEYE Payroll Manager when both are in use.
Hosted and backed up
We run it for you at accounts.cateyetech.com. Reports and receipts are part of the one-file company backup.
Questions about CATEYE Expense Manager
Do employees need an account?
Yes, each person signs in to the portal or the app with their own account. Approvers see only the reports that are theirs to decide.
Can we use it without CATEYE Accounting?
Yes. The Expense Manager runs as its own edition, and approved reports export to Tally, QuickBooks Online, Zoho Books or CSV.
How are receipts handled?
Employees attach a photo or PDF to each entry. Receipts are stored unchanged, checked for duplicates, and kept with the report for audit.
Does it claim GST credit automatically?
It works out whether credit is allowed for each entry and matches the supplier against GSTR-2B. Finance confirms before the credit is posted.
How are people paid back?
Approved reports are grouped into payment batches. The batch produces a bank file for IMPS or NEFT, and each report shows when it was paid.
See CATEYE Expense Manager in a live demo
We will take a sample claim through approval, the GST check and payment, and show you how the policy is set up.