Expense reimbursement portal

An expense reimbursement portal is where employees claim back work spending with the receipt attached and finance approves or rejects each claim with a reason. Finance's home page counts the month's claims and how many are still waiting.

Pattern: Requests

Describe it to Pory

“Staff should be able to claim expenses with a photo of the receipt, finance approves or rejects each one, and we want to see how many claims come in each month.”

Viewing as

My claims

My claims

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In plain English

What is an expense reimbursement portal?

An expense reimbursement portal is where employees claim back work spending with the receipt attached and finance approves or rejects each claim with a reason. Finance's home page counts the month's claims and how many are still waiting. It follows the Requests pattern: someone submits, someone decides, it moves through statuses. Pory generates it from a plain-English description, with a login for each role (employee and finance) that shows only what that role should see, and flat pricing with unlimited employees.

What it does

01

Employees claim expenses with the receipt photo on the claim

Receipts used to arrive as crumpled paper in an envelope, or a blurry photo in a DM captioned "can you process this?". In Pory an employee enters what it was for, the amount, the category and the date, attaches the receipt, and watches the claim move from Submitted to Reimbursed. Finance stops matching photos to spreadsheet rows.

Forms to submit a recordDone by: Employee
02

Finance approves or rejects each claim with the receipt beside it

Approving a claim meant opening the spreadsheet, finding the receipt in someone's email and writing a separate reply to explain a no. Finance opens the claim in Pory, checks the receipt against the amount, and approves or rejects it with a note on the claim itself. The employee sees the answer and the reason without a follow-up email.

Approve / reject with a reasonDone by: Finance
03

The month's claim counts sit on finance's home page

Month-end started with someone counting spreadsheet rows to see how many claims were still open. Finance's home page in Pory shows how many claims have come in, how many are waiting on a decision and how many are approved, and the numbers move as claims do. Nobody tallies anything by hand before the close.

Counts, totals & averagesDone by: Finance

The parts every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

Upload and view files on the record they belong to — not in a folder named FINAL v2.

Decide

Approve / reject with a reason

Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Status tracker

“Where's my request?” answered as a progress bar on the submitter's own page.

Board by status

Cards in columns. Drag a record to move it along.

Checklists

Task lists ticked off per record, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

Tables

Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Record pop-up & linked records

A shareable pop-up with a record's details and what's linked to it. Edit, change status, or add a linked record from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the rows a viewer is allowed to read.

Control

Role & row access

Own, assigned, managed, and team rows; hidden fields per role. Generated from your description, not configured field by field.

No-Password Doors

A sign-in link by email, by default. Password sign-in if you'd rather.

Your brand

Your domain, your colours, your logo. Members see you.

On purpose

Four things Pory won’t do

A portal runs a program, a service, or a process. These jobs belong to tools built for them, and Pory keeps the records around them instead.

Take payments

Pory tracks who owes what and who has paid. It doesn't collect the money — keep your payment tool for that.

Book time slots

Availability, capacity, time zones, and reschedules are a whole product. Pory holds what happens after the booking.

Host the conversation

No feeds, threads, likes, or polls. A note on a record, yes; a forum, no. Where members talk is another tool's job.

Plan routes

Pory keeps the service record, not the map.

Frequently asked questions

Your expense reimbursement portal, live today.

Describe it in a sentence and send the invite. Unlimited employees, flat price.