معالجة تقارير المصروفات

المتطلبات تصف قدرات يحتاجها النمط في بيئتك، مو الموردين اللي لازم تشتريهم. أي نظام يملأ متطلباً يحقّقه — وهذا اللي يخلّي الكتالوج قابلاً للنقل عبر الذيل الطويل من أدوات الشركات الصغيرة والمتوسطة.

1. expense_submission_channel

   مطلوبقراءةحدث

   Where employees submit expenses: receipt photos, statement card-coding interface, mileage entries.

   شكل البيانات

   Submission with receipt or transaction details, submitter identity, claimed business purpose, amount, date.
   يُملأ عادةً بواسطة

   • expense management app where employees upload receipts
   • card-statement coding interface
   • company mobile app with submission feature
2. expense_policy_library

   مطلوبقراءةمجموعة

   The firm's expense policies as testable rules: meal limits, receipt requirements, project coding requirements, prohibited expense types.

   شكل البيانات

   Per-policy rule: conditions, limits, evidence requirements, exceptions.
   يُملأ عادةً بواسطة

   • expense policy in the firm handbook
   • structured policy library maintained by finance
   • rules configured in the expense management system
3. employee_directory

   مطلوبقراءةطلب

   Who the submitter is, what they can spend on, what their approval routing should be.

   شكل البيانات

   Per-employee: department, role, manager, spending authority, project assignments, cost center.
   يُملأ عادةً بواسطة

   • HR system with reporting structure
   • expense system with employee profiles
   • internal directory with cost center mapping
4. project_and_account_master

   مطلوبقراءةطلب

   Valid GL accounts, projects, classes the expense can be coded to.

   شكل البيانات

   Active accounts, projects, classes with descriptions and rules about who can use each.
   يُملأ عادةً بواسطة

   • chart of accounts and project list in the accounting system
   • ERP cost center and project structure
5. approval_routing

   مطلوبكتابةحدث

   Where complete reports go for manager and finance approval per the firm's authority matrix.

   شكل البيانات

   Approval requests with full context, prior policy checks, suggested approvers.
   يُملأ عادةً بواسطة

   • approval workflow in the expense system
   • task created for the manager and finance reviewer
   • structured approval routing in a workflow tool
6. submitter_feedback_channel

   مطلوبكتابةحدث

   Where flagged or incomplete submissions go back to the submitter with specifics.

   شكل البيانات

   Per-submission feedback: what's flagged, why, what needs to change, deadline if applicable.
   يُملأ عادةً بواسطة

   • notification in the expense app with revision interface
   • email to the submitter with edit link
   • chat alert with feedback details
7. bookkeeping_destination

   مطلوبكتابةحدث

   Where approved expenses become journal entries.

   شكل البيانات

   Categorized expense entries with full coding, attached receipts, audit trail.
   يُملأ عادةً بواسطة

   • bookkeeping system with expense entries
   • AP system if expenses get reimbursed via payment run
   • GL with structured entries