Assign this group to users who should access personal expense pages from the portal.

Link portal users to an employee record using the "Link Employee" button in the user form.

Quickly select an existing unlinked employee or create a new one using the automated wizard.

A dedicated Expenses card appears on the portal home page with the user expense counter.

Interactive dashboard cards highlight To Submit, Waiting Approval, and Waiting Reimbursement totals.

Portal users can search by description, category, amount, status, or created date while using filters and sorting options.

Employees can create expense drafts from a portal form with category, date, notes, amount, and receipt fields.

Switch between reimbursable employee-paid expenses and company-paid expenses with optional vendor input.

The form adapts between quantity-based and total-based expenses, while supporting purchase taxes and currencies.

Attach multiple images or PDF receipts while creating a new expense from the portal.

Open a full detail page with amount, category, employee, manager, company, notes, receipts, and chatter.

Draft expenses can be edited from the same detail page without returning to the backend.

Portal users can remove old receipts and upload fresh files while an expense remains in draft state.

Draft expenses can be submitted for approval directly from the portal detail page.

Internal users can open a dedicated backend action showing expenses created from the portal only.

Finance and HR teams can monitor submitted portal expenses from a dedicated processing menu.

If a portal user is not linked to an employee, the module shows a clear informational page instead of an empty portal flow.