What it is

If you sometimes pay for work things on your personal card (client coffees, project travel, consumables your employer reimburses), Frank can:

1. Track each transaction with the Expensable to employer flag
2. Bundle all of them for a date range into a single PDF
3. Stamp them as "submitted" so they don't appear in next month's bundle
4. Track status from draft → submitted → reimbursed

Workflow

On every relevant transaction: open the transaction edit modal, toggle Expensable to employer, write a one-line note ("client lunch w/ Alex from Westpac, project Foo"), attach the receipt.

Monthly (or weekly, your call): go to Money → Expense reports.

• Pick the date range
• Frank previews the transactions that will be included
• Click Generate — produces the PDF, stamps each transaction with expense_report_id, and the row clears from the unsubmitted queue

Send the PDF to your employer: download it from Frank, email or drop into your employer's expense system. Mark Submitted in Frank with the recipient address (audit trail).

When paid: mark Reimbursed. Done.

What the PDF looks like

A4 single-page-or-multi-page report with:

• Your name + the period covered
• Summary stats (total claimed, transaction count, generated date)
• Line-by-line table: date, description, category, your notes, amount
• Footer noting that receipts are stored separately and available on request

Receipts attached to each transaction stay in your Frank records — the employer typically doesn't need them attached to the PDF, but they can ask and you can pull them from the Receipts queue or Documents view.

Status flow

| Status | Meaning | |---|---| | Draft | Created but PDF not yet generated | | Ready to send | PDF generated, transactions stamped, downloadable | | Submitted | You've sent it to your employer (timestamp + recipient email recorded) | | Reimbursed | You've confirmed payment received |

Why bundle them

You could just hand your employer individual receipts, but a single periodic PDF:

• Reduces back-and-forth email
• Gives the bookkeeper / payroll person ONE document to process
• Builds an audit trail on your side (when did you submit, when were you paid)
• Makes year-end income tax cleaner — reimbursed amounts aren't deductible on YOUR return; the report shows clearly what was reimbursed vs what wasn't