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Reimbursable vs company expenses

See Reimbursable or Company expense on synced spend, and branch the expense workflow on that criterion.

Expenses synced from providers such as Rydoo show whether the spend is Reimbursable (employee out-of-pocket) or a Company expense. Use that signal in the expense workflow to route review and approval differently.

1. Badge on the expense

On expense (and expense-like) invoice detail, next to the source badge, Cortena shows:

BadgeMeaning
ReimbursableMarked reimbursable by the expense provider (for example Rydoo)
Company expenseCompany / non-reimbursable expense

Hover the badge for the same explanation. The value comes from the provider metadata when the expense was synced. You do not set it manually in Cortena.

2. Route the expense workflow

In Settings → Workflow (expense entity), add a Condition that uses:

  • Criterion: Expense reimbursable (e.g. Rydoo) (short label Reimbursable)
  • Values: Reimbursable or Company expense (not reimbursable)

Typical pattern:

  1. Condition on reimbursable
  2. True branch → extra review / policy check for employee claims
  3. False branch → standard company-card path

Edge labels on the diagram show Reimbursable / Company expense.

Tips and limitations

  • Applies to expense workflows only, not accounts-payable invoices.
  • If the provider does not send reimbursable metadata, the badge may not appear. Confirm sync settings with your expense tool.
  • Related: Rydoo sync filters for which expenses enter Cortena, and Expense workflow.

Quick reference

TaskWhere
See typeExpense detail → header badge Reimbursable / Company expense
Branch workflowSettings → Workflow → Condition → Expense reimbursable (e.g. Rydoo)
Limit syncRydoo Settings → sync filters (separate article)