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Education

Expense management for education

Multi-academy trusts, colleges and universities juggle hundreds of staff, dozens of cost centres and strict financial handbooks. Capture Expense gives staff a simple app, budget holders a clear approval, and finance the records the auditors ask for.

Approval stages

Jonny Dowell

Claim 145

£48.10

11 February 2025

  1. Stage 1

    Jonny D

    Approved
  2. SB

    Stage 2

    Sophie B

    Pending
  3. SS

    Finance

    Susannah S

    Pending
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Only During the Following Date Range: 17 Feb 2025 to 27 Feb 2025

Sound familiar?

The problems we hear most often

  • Monthly Excel spreadsheets and paper forms from every school
  • Budget holders approving without seeing the policy or the receipt
  • Procurement card statements reconciled by hand
  • Trip spend agreed by email, then reconciled weeks later

How Capture Expense helps

What changes

Trust-wide, school-level

One organisation with school tags, or linked organisations per academy, with central approval either way.

Budget holder approvals

Approval Records by department and cost centre, category overrides for high-risk spend, delegation for holidays.

Procurement cards reconciled

Card feeds matched to receipts and posted per card scheme, with unreceipted lines chased automatically.

Trips with pre-approval

Educational visits pre-approved with a budget, spend linked to the trip and alerts when it goes over.

Audit trail for the ESFA and auditors

Timestamped approvals, receipts and exports, plus a read-only auditor role.

Education finance systems

Exports for PS Financials, Access, Sage, Xero, Business Central and more.

Book a demo

See how education teams use it, in 30 minutes

Bring a couple of real claims and your finance system. We will show you how each one flows from receipt to ledger.

Rated 4.9 out of 5 on Capterra No credit card for the trial Reply within one working day

“From monthly Excel spreadsheets to a complete expense system, with 5,377 expenses processed in 15 months.”
Finance team, National Education Union
75%
time saved by replacing manual processes
44%
reduction in spend through policy controls
60%
fewer repetitive finance admin tasks
34%
increase in VAT reclaimed

Questions

Frequently asked questions

Can't find what you're looking for? Talk to us and we'll answer within a working day.

Can teachers claim without installing anything?
Yes. Staff can submit receipts by WhatsApp or Teams, or use the web app with magic link sign-in. The mobile app is there for those who prefer it.
How do we handle several academies?
Either as linked organisations with their own categories, rates and approvals, or as one organisation with an academy tag that filters categories and drives exports. We help you choose during discovery.

See how simple expenses can be

Book a 30 minute demo with one of our team, or start a free trial and explore a ready-made workspace with your own data.

Rated 4.9 out of 5 on Capterra No credit card for the trial Reply within one working day

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