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Unify Expense submission → Approval → Reimbursement → Journal in Sanka with automatic routing by amount or category.

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Use cases

  • Expense overview: Handle travel, entertainment, and office expenses online and track through payout.
  • Amount-based approvals: Auto-select approvers by thresholds (for example, under ¥30k manager-only; ¥100k+ requires department head plus finance).

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Sanka setup essentials

  • Use the Expense object with required fields for category, project, department, and receipts.
  • Record payouts in Payment, marking personal reimbursement vs. company card.
  • Define Workflow rules for amount/category/department-based routing and keep an exception path for urgent approvals.

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Operating steps

  1. Submit: Create Expense lines with category/amount/date/attachments; link to company card statements when applicable.
  2. Route: Auto-assign approvers based on amount, category, and department; track approve/reject/reapply history.
  3. Reimburse: Batch approved expenses into Payment with payout method (transfer or payroll offset).
  4. Journal & report: Export CSV with account/sub-account alignment; monitor spend by department/project in dashboards.

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Automation ideas

  • Workflow actions: Send reminders if no approval within 48 hours.
  • Record actions: Hold status as “Pending” when receipts are missing and notify the requester.
  • Object actions: Auto-match company card statements to Expense at monthly close.

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Reporting and oversight

  • Dashboards for department spend, card usage, and pending approvals.
  • Aging view for unpaid reimbursements to prevent delays.