WP ERP – Reimbursement is an add-on for WP ERP that streamlines employee expense claims, approvals, and payouts inside WordPress. It brings a paperless workflow to HR and accounting, with clear policy controls, multi-level approvals, and real-time tracking. Perfect for SMBs seeking accurate, auditable reimbursements without spreadsheets.
- Submit expense claims with receipts from the employee dashboard
- Multi-step approval workflow with role-based permissions
- Custom expense categories and cost centers
- Set reimbursement policies, limits, and eligibility rules
- Attach and preview receipt files (images, PDFs)
- Status tracking: pending, approved, rejected, paid
- Partial or full payment handling with notes
- Seamless integration with WP ERP HR and Accounting modules
- Auto-ledger entries for approved reimbursements
- Multi-currency support with exchange rate handling
- Tax and VAT fields for compliant reporting
- Export reports to CSV for audits and finance
- Email and in-dashboard notifications for each step
- Granular access control for HR, finance, and managers
- Mobile-friendly UI for quick claim submissions
