Manage Expenses

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Quick start: speak these

This expense is for Acme Corp – Product Launch Offsite.

Mark this as billable.

Draft an email to submit this expense to the client.

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Expense management workflow

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1. Snap a photo

📸 Send receipt photo

• Merchant: La Marina Restaurant
• Date: 24 Nov 2025
• Amount: €86.40
• Payment method: Visa •••• 1234

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2. Add context

This is for Acme Corp – Product Launch Offsite.

Mark this as billable.

Category is Meals & Entertainment.

• Client association
• Project linkage
• Category classification
• Billable status

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3. Submit expenses

Draft an email to submit this expense to the client.

Send the expense report to accounts-payable@acmecorp.com.

• Draft a professional email
• Attach the original receipt
• Save it to your Gmail drafts for review

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Use it with Notion

• Manage Expenses (via Notion)

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Recommended Integrations

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Automations

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Weekly “expenses to review” digest (Schedule)

1. In the Notis portal, go to Automations.
2. Create a new Scheduled automation.
3. Set the schedule to Friday at 5pm.
4. Paste the instruction below:

You are running a weekly expense review.

Goal:
Identify expenses that need user attention and produce a concise digest.

Steps:
1) Find all Expenses created in the last 14 days.
2) Filter to entries with missing or suspicious data, such as:
- Missing Category
- Missing Merchant
- Missing Date
- Missing Amount
- Missing Receipt attachment
- Marked Billable but missing Client/Project
3) Produce a digest grouped by problem type.
4) For each item, include: Merchant (or “Unknown”), Amount (or “Unknown”), Date (or “Unknown”), and a link to the entry.

Output format:
### Weekly expense review
#### Missing receipt
- ...

#### Missing category
- ...

#### Billable but missing client/project
- ...

Finish with:
### Suggested next actions
- 3–7 bullets max

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Pro tips

• Batch receipts: Send multiple receipts in one session, categorize at the end.
• Default projects: Tell Notis your current project to auto-assign.
• Currency handling: Notis detects currency from the receipt automatically.
• Keep originals: Notis saves the receipt image to the expense entry.