Portfolio / Case study 05
Multi-country expense tracking
A structured expense process for an overseas operation, with approvals, categories and currency handled in one system.
Project walkthrough
See how the work was put together
$ start project "Multi-country expense tracking"
✓ Brief agreed with BBV Group
✓ Designed an expense list with required fields and categories
✓ Set up an approval flow with a clear process owner
✓ Linked the records to monthly reporting
→ Review with the client…
● Delivered and handed over
The project
Problem, approach and result
The challenge
Expenses from the overseas team arrived through chats and email, in different currencies and formats, which made month-end reconciliation slow.
What I did
- Designed an expense list with required fields and categories
- Set up an approval flow with a clear process owner
- Linked the records to monthly reporting
The result
Every expense had an owner, a category and supporting documents before it reached the books.
Gallery and links
Screens from the project
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Services used
The services behind this project
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