Project expenses
Every expense carries its project, inquiry, insurer and claimant so cost per claim is always visible.
Issue daily funds to a team
Admin hands a daily cash float per project. The team notes its spends against it and the balance in hand is visible on both dashboards.
| Voucher | Project | Team | Note | Amount | Zoho Books |
|---|
Record an expense
Total expenses per project / claim
| Project / Inquiry | Insurer | Claimant | Approved | Funds issued | Expenses | Balance | Margin |
|---|