Expense Management for Professional Services
Expense management for professional services
Track client-billable expenses, manage travel and entertainment claims, and handle per-diem allowances. Categorise by client, project, or cost centre.
The difference
Why professional services teams use CubeHR for expense management
Client-billable expense categorisation
Travel and entertainment policy enforcement
Per-diem and allowance management
Receipt capture against every claim
Multi-currency expense handling for international travel
Cost centre and project allocation
In practice
How professional services businesses actually use it
A company with 30 field sales reps handles expense claims over email with receipts attached as photos.
A domiciliary care provider needs mileage for 80 care workers visiting clients across a county, and paper logs are unreliable.
The problem
Professional Services HR problems that expense management solves
Performance-driven culture
Professional services firms live and die by billable hours and client outcomes. Performance management needs to be structured and evidence-based.
Partner and director reporting
Senior leadership expects clean, data-driven HR reporting for board meetings and partner reviews.
Professional development tracking
CPD requirements, professional qualifications, and certifications need systematic tracking.
Work-life balance monitoring
Long hours culture is common. Monitoring working time helps firms meet their duty of care obligations.
Questions
Expense Management FAQ
What HMRC mileage rates are used?
Cars and vans: 45p per mile for the first 10,000 miles, then 25p per mile. Motorcycles: 24p per mile. Bicycles: 20p per mile. Rates are updated when HMRC publishes changes.
Can we set expense limits?
Yes. Set per-claim limits, daily limits, and category limits. Claims exceeding thresholds can be flagged for additional approval or blocked entirely.
Is VAT tracked on expenses?
Yes. Employees can enter VAT amounts on each expense line. Reports include gross, net, and VAT breakdowns for accounting purposes.
Can expenses be submitted without a receipt?
That's configurable. You can require receipts for all expenses, only for claims over a certain amount, or make them optional. Missing receipt flags are visible in approval workflows.
Other sectors
Expense Management for other industries
Near you
Expense Management for professional services businesses
Coming soon
Sort expense management for your professional services business
CubeHR is in early access. We are onboarding a limited number of UK businesses at a time so every one is set up properly. Register your interest and we will be in touch about a place.
- GDPR compliant · UK data residency
- Set up in an afternoon
- Built for UK employment law