Business Central
Expense Management
Employees submit expenses with receipts from their phone. Approved claims are created
in Business Central automatically — no BC licence required to submit or approve.
What Business Central expense management in Cliqo does
Employees create expenses and attach receipts directly from their mobile phone — no laptop, no scanner. Once an expense is fully approved through a configurable workflow, it integrates into Business Central automatically as a Purchase Invoice, ready for payment.
What's coming next
One capability is on the roadmap and not yet available: automatically creating an expense by photographing a receipt. It builds on the mobile receipt capture that's live today. Company credit card statement management is already available.
Expense approval in four steps
Employee submits from their phone
Create the expense and attach a receipt photo directly from a mobile device, wherever the employee is.
Rules route it to an approver
Configurable rules based on cost centre, department groupings, or budget data decide who reviews the claim.
Approver signs off in Teams
Approve or reject the claim from Microsoft Teams or email, without needing a Business Central licence.
Created in Business Central
Fully approved expenses integrate into Business Central automatically as a Purchase Invoice.
Built for employees who aren't at a desk
Cliqo's expense management suits mobile and field-based employees who need to submit claims quickly, and finance teams processing expense claims at volume without chasing paper receipts.
- Field, sales, and travelling employees
- Finance teams processing claims at volume
- Employees who don't need full Business Central access
- Teams claiming in more than one currency
Business CentralApproved documents integrate automatically- Microsoft TeamsApprove and use Cliqo without leaving Teams
- Entra IDUsers synced, no extra passwords
- No Business Central licenceFor people who only submit or approve
Built to go further than native Business Central workflows
Mobile receipt capture, today
Employees attach receipt photos from their phone when creating an expense — live now, not a future promise.
No BC licence for employees
Cliqo's standalone approval engine replaces Business Central's native workflow, so claimants and approvers don't need a BC seat.
Teams-native approvals
Approve or reject an expense claim directly from a Microsoft Teams notification.
Multi-company & multi-currency
Handle claims in multiple currencies across every environment and company from a single setup.
Drag-and-drop rule building
Re-order approval rules and group employees or GL accounts by class to use inside your routing rules.
Company credit cards
Corporate card statements are sent to each cardholder to add details and receipts, then routed for approval. Personal spend on the card is managed too.
Expense Management FAQ
Yes. Employees create expenses and attach receipts directly from their mobile phone. Once fully approved, the expense integrates into Business Central automatically as a Purchase Invoice.
Yes. Cliqo's standalone approval engine replaces Business Central's native approval workflow, so employees submitting expenses and the approvers reviewing them don't need a Business Central licence.
Not yet. Today employees attach a receipt photo when they create an expense in Cliqo. Automatically creating the expense from a photographed receipt is on our roadmap as coming soon. Company credit card statement management is available now.
Once an expense is fully approved through Cliqo's configurable workflow, it integrates into Business Central automatically as a Purchase Invoice, with no manual re-entry.
Yes. Cliqo supports multi-currency transactions, which suits employees submitting expenses in a currency other than their company's home currency, across multiple companies and environments.
Explore the rest of the Cliqo approval engine
Business Central Invoice Approval
Route Purchase Invoices and Credit Memos through the same configurable approval engine.
Business Central Requisitions
Route purchase requisitions for approval and post automatic G/L accruals on receipt.
Business Central Timesheet Approval
Coming soon: submit and approve project timesheets through the same engine.
Business Central Invoice Capture
Email or upload supplier invoices and let Azure AI Document Intelligence create them for approval.