Reimbursable, non-reimbursable, pending, posted — all of it, actually organized.

Raise your hand if your expense workflow is "email someone a spreadsheet and hope." It's not a process problem specific to any one firm — it's the default state when no system is built to handle expenses properly.

ModernPM handles all expense types — reimbursable and non-reimbursable — with a workflow that's actually designed for how CPA firms operate.

Approval That Makes Sense

The approval workflow is permission-controlled so the right people approve expenses — and only the right people. No routing expenses to someone who shouldn't see them, no approvals that anyone in the system can override.

When approvals are done, bulk-post everything in one shot with filters respected throughout. No individual posting, no clicking through one expense at a time. The whole batch moves when you're ready.

From Expense to Invoice

Everything flows through to the invoice seamlessly so nothing gets missed at billing time. Reimbursable expenses hit the right invoice automatically. Non-reimbursable expenses stay out of client billing. The system knows the difference.

Need to send expense reimbursements to your payroll software? The API handles it — no manual export required.

The Bottom Line

Approve in bulk. Post in bulk. Permission-controlled. Expenses tracked across every state through the transaction lifecycle. That's what an expense workflow should look like.

‍