🏠 Overview › 🎯 Features ›🎯 Expense Types & Requirements

Expense Types & Requirements

Feature Detail

medium complexity extracted Expense & Reimbursement Confidence: 100%
10
Components
106
Shared
0
User Stories
Yes
Analyzed

Description

Manages the catalogue of allowable expense types and their associated business rules, including mutual-exclusivity constraints, documentation requirements, and approval thresholds. Each organisation can configure which expense types are available to their peer mentors, what combinations are permitted, and what supporting documentation is required. The feature exposes configuration UI in the admin portal and surfaces the resulting rules in the mobile app expense forms. Supported types include kilometre allowance, toll fees, parking, public transport, and driver honoraria.

User Flow

Expense Types & Requirements user flow
Click to expand

Analysis

Business Value

Different member organisations have fundamentally different reimbursement policies. HLF requires technically enforced mutual exclusivity between expense categories, while Blindeforbundet needs driver honoraria and confidentiality declarations. A configurable expense type system allows the platform to serve all organisations without requiring custom code per tenant. Enforcing rules at the data-entry level — rather than during auditing — dramatically reduces claim errors and rejection rates, which in turn accelerates reimbursement cycles and improves volunteer satisfaction. Organisations also gain confidence that submitted data meets their internal compliance requirements before it reaches the approval queue.

Implementation Notes

Model expense types as organisation-scoped configuration records in the database, with a JSON rules field encoding mutual-exclusivity groups, required-documentation flags, and per-type amount thresholds. The mobile app fetches the active type catalogue on login and caches it for offline use, applying rules as client-side form validation. The admin portal provides a configuration interface for org admins to manage their type catalogue. Use a rule-evaluation engine on the backend that re-validates any submitted expense against the rules at the time of submission to prevent race conditions where rules change between client cache load and submission. Seed default type catalogues per organisation during onboarding.

Components (116)

User Interface (4)

ui Expense Type Admin Configuration Screen medium ui Expense Type Config Page medium ui Expense Type Selector Widget medium ui Expense Type Selector Widget medium

Service Layer (4)

service Expense Rule Evaluation Engine medium service Expense Rule Validation Engine medium service Expense Type Config Service low service Expense Type Service high

Data Layer (1)

data Expense Type Store medium

Infrastructure (1)

infrastructure Expense Type Cache Adapter low

Shared Components

These components are reused across multiple features

Service Layer (34)

service Auth API Client medium Shared service Password Policy Validator low Shared service Permission Validation Middleware high Shared service Activity Service medium Shared service Event API Client low Shared service Event Repository Service medium Shared service File Upload Service high Shared service Expense Type Service high Shared service Contact Service medium Shared service STT Service medium Shared service Keyboard Navigation Service medium Shared service Screen Reader Support Service high Shared service Screen Reader Support Service high Shared service Localization Service medium Shared service Localization Service medium Shared service Repository Data Source Router high Shared service Role Scope Resolver low Shared service Audit Log Service medium Shared service Audit Log Service medium Shared service Report Access Control Service medium Shared service Export Audit Logger low Shared service Report Export Service medium Shared service Report Export Service medium Shared service Terminology Context Provider medium Shared service Terminology Service medium Shared service Terminology Service medium Shared service Feature Registry Loader low Shared service Hierarchy Access Control Service high Shared service Hierarchy Scope Resolver medium Shared service Association Service medium Shared service Audit Log Service high Shared service DPA Content Provider low Shared service Cookie Consent Service medium Shared service Cookie Consent Service medium Shared

Data Layer (22)

data Token Store low Shared data Token Store low Shared data Secure Token Store medium Shared data Secure Token Store medium Shared data Activity Store low Shared data Event List Cache Store low Shared data Expense Type Store medium Shared data Contact Store low Shared data Contact Store low Shared data Notes Store low Shared data Assignment Count Store low Shared data Push Token Repository low Shared data Notification Audit Log Store low Shared data Push Token Store low Shared data Push Token Store low Shared data Organization Impact Settings Repository low Shared data Accessibility Preferences Store low Shared data Local SQLite Database high Shared data Sync Queue medium Shared data Report Store high Shared data Mobile Terminology Store medium Shared data Security Metrics Repository medium Shared

Infrastructure (38)

infrastructure Keychain/Keystore Adapter low Shared infrastructure JWT Claims Extractor low Shared infrastructure Organization Labels Adapter low Shared infrastructure Keychain/Keystore Adapter low Shared infrastructure Auth API Client medium Shared infrastructure REST API Client medium Shared infrastructure WCAG Accessibility Adapter low Shared infrastructure Registration API Client low Shared infrastructure Accounting API Client high Shared infrastructure PDF Renderer Adapter medium Shared infrastructure File Share Adapter low Shared infrastructure FCM/APNs Adapter high Shared infrastructure Share Sheet Adapter low Shared infrastructure Share Plus Adapter low Shared infrastructure Platform Accessibility Bridge medium Shared infrastructure Semantics Override Adapter high Shared infrastructure URL Launcher Adapter low Shared infrastructure Markdown Content Renderer low Shared infrastructure Network Connectivity Monitor low Shared infrastructure Expense Receipt Storage Adapter low Shared infrastructure Audit Log Writer low Shared infrastructure Feature Flag Checker low Shared infrastructure Logo Upload Adapter low Shared infrastructure Terminology Constants Registry low Shared infrastructure Feature Flag Cache Adapter low Shared infrastructure Org Scope JWT Resolver medium Shared infrastructure Association Audit Logger low Shared infrastructure Token Blocklist medium Shared infrastructure Analytics Tracker low Shared infrastructure SEO Metadata Config low Shared infrastructure Analytics Tracker low Shared infrastructure Analytics Tracker low Shared infrastructure Sales Analytics Tracker low Shared infrastructure Email Provider Adapter low Shared infrastructure Terms of Service Content Provider low Shared infrastructure Legal PDF Asset Provider low Shared infrastructure Consent-Gated Script Loader low Shared infrastructure Legal Page Layout low Shared

User Stories

No user stories have been generated for this feature yet.