Expense Claims for Real Estate Developers and Brokers

OneYukti's Expenses app ties this spending to the project it was meant to sell. Budgets can be set by project, which is how developers think about marketing money anyway. Site visit costs and channel partner events accumulate against that project's budget, and budget against actual shows the position at any point. Executives who take buyers to the site in their own cars claim through mileage tracking, and a cab or restaurant bill is photographed and read by OCR.

Policy rules cap what can be claimed in each category, with automatic validation when the claim is submitted. Travel to an expo in another city can be booked and managed in travel management with the expenses attached. Smart alerts flag claims with missing receipts and approvals that are pending, so the monthly sheet is replaced by a steady flow of small decisions. Approvals move from the sales head to the director according to amount, and approved reimbursements are sent by direct deposit.

The director can see what each project is spending to bring buyers to site, and which executives account for most of it. Category analysis separates buyer conveyance from event costs. Expense reports include GST tracking, so the tax on each bill is recorded for the accountant. Each report keeps its receipts and its approval trail, and when a partner in the firm questions a month's sales expenses, the answer can be pulled up claim by claim.