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.
Eligible for recovery
$1,996
not yet billed
At risk
$240
contract deadline near
Collected YTD
$350
successfully recovered
3 alerts — recoverable expenses not yet billed to ALD, missing markup on Chipotle onsite meal, and expense outside contract scope for Northstar.
ClientEngagementExpenseVendorDateCostMarkupRecoverableRuleStatusAction
ALDCompliance RetainerState filing feeIRS2026-07-02$3500%$350Pass-through at coston draft
ALDCompliance RetainerTravel — client visitDelta Airlines2026-07-08$81210%$894T&E + 10%eligible
NorthwindAdvisoryClient transportUber2026-07-07$4215%$48T&E + 15%eligible
NorthwindAdvisoryClient visit — lodgingHilton2026-06-28$61315%$704T&E + 15%on draft
NorthstarBookkeepingTeam meal at client siteChipotle2026-06-15$2400%$240Onsite meals — costat risk
ALDCompliance RetainerState filing feeIRS2026-05-30$3500%$350Pass-through at costinvoiced
ALDCompliance RetainerState filing feeIRS2026-04-22$3500%$350Pass-through at costcollected