LedgerOS · Purchases

Expenses

Review, approve, match, and understand company spending. Every expense connects to allocation, budgets, subscriptions, and client recovery.

Submit expense
LedgerOS UI Design Lab · Demonstration Data — no accounting record is modified.
12 active policies enforcing receipts, thresholds, attribution, and duplicates.
PolicyCategoryApplies toActionActive
Receipt required over $25
amount > $25 AND no receipt
ReceiptAll expensesMissing Receipt
Rose approval over $2,500
amount > $2,500
ThresholdAll categoriesApproval Required
Travel requires preapproval
no linked pre-spend
TravelTravelExplanation Required
New software requires owner
no productApp attribution
SoftwareAI / TechnologyExplanation Required
AI expense requires attribution
no client OR app OR department
AIAIApproval Required
Marketing requires campaign
no campaign tag
MarketingMarketingExplanation Required
New vendor requires W-9
vendor first appearance
VendorAllApproval Required
Weekend expenses require explanation
date is weekend
TimingAllExplanation Required
Cash withdrawals always reviewed
payment method = Debit/ATM
BankingCashExplanation Required
Duplicate vendor/date/amount blocked
same vendor+date+amount ×2
DuplicateAllBlocked
Closed period requires adjustment
date in locked period
PeriodAllBlocked
Meals >$100 require attendees
amount > $100 AND no attendees
MealsOffice / TravelExplanation Required

Receipt required over $25

CategoryReceipt
Applies toAll expenses
Conditionamount > $25 AND no receipt
Severitywarning
OwnerChristin
Result on violation
Missing Receipt
All possible results
CompliantWarningExplanation RequiredApproval RequiredBlockedPossible DuplicateMissing Receipt