Digitize and Control Spending Across Your Organization
UnifyList’s Expense Tracking solution helps businesses monitor, manage, and control expenditures—without paperwork, manual errors, or scattered processes. Built on our no-code platform, this solution brings together real-time visibility, approval routing, and digital audit trails to simplify how expenses are submitted, reviewed, and approved.
Whether you're tracking employee reimbursements, vendor payments, or project-based budgets, UnifyList ensures financial clarity with zero complexity.
Key Capabilities
Custom Expense Submission Forms
Enable employees or teams to submit expenses with receipts, category selections, and supporting notes—all from a user-friendly interface.
Approval Routing & Workflow Logic
Automate approval flows based on department, amount, or role. Escalate higher-value items to finance or leadership as needed.
Receipt & Document Uploads
Attach scanned bills, invoices, or digital proof of expenses with each submission
Expense Categorization
Track expenses by category (travel, meals, supplies, etc.) to understand spending patterns and align with budgets.
Budget Monitoring
View real-time spend against department or project budgets and set alerts for overspending thresholds.
Audit Logs & Reporting
Maintain a digital trail of all expense submissions and decisions. Generate monthly or category-based reports for analysis.
Benefits
Faster Reimbursements
Streamline the submission and approval cycle so employees get reimbursed on time without chasing finance.
Stronger Financial Controls
Enforce policy compliance with automated rules and conditional routing based on pre-defined thresholds.
Complete Transparency
See where money is going across teams or departments with centralized dashboards and exportable reports.
Easily Customizable
Tailor your expense tracking setup to match your team’s policies, categories, and approval levels—all without code.
Built with UnifyList
This solution combines UnifyList’s form builder, approval workflows, and reporting modules to deliver a flexible, ready-to-use expense tracking system that can be customized for any business unit or organization size.
What’s included
Expense submission and review forms
Multi-level approval workflows
Attachment support for receipts
Real-time budget views and alerts
Report and audit log dashboard
Control Expenses. Drive Accountability
Manage expenses with greater clarity and fewer delays using a system that adapts to your finance policies and team workflows—without needing a developer.