Overview of the Accounting Feature

Overview of the Accounting Feature

The Accounting section in Hyper gives finance and accounting teams full visibility and control over the organization’s financial activity. From reimbursements and credits to declined transactions and detailed exports, this section centralizes your financial workflows to improve accuracy, compliance, and month-end efficiency.

What You Can Do in the Accounting Section

  1. View All Transactions: Access a complete record of financial activity across the organization, including card transactions, reimbursements, stipends, and per diems.
  2. Filter by Status or Category: Easily filter transactions by type (e.g., approved, pending, declined), employee, department, or project—making audits and reconciliations easier.
  3. Review Reimbursements & Credits: Track outgoing reimbursements to employees and monitor credits issued back to the company account.
  4. Identify Declined Transactions: View and investigate transactions that were declined, along with associated reasons (e.g., policy violation, limit exceeded).
  5. Manage Export Settings: Customize and generate export files in your preferred format (e.g., CSV, Excel) for import into systems like NetSuite, QuickBooks, or Xero.
  6. Tag and Code Transactions: Apply or update GL codes, categories, merchant mappings, and project billing data to keep your books clean and accurate.
  7. Generate Audit-Ready Reports: Create detailed transaction logs with attached receipts, memos, and policy validation data to support compliance and financial reporting.

Who Uses the Accounting Feature

This section is primarily used by:
  1. Finance and Accounting Teams – for reconciliation, reporting, and GL coding
  2. Admins – for monitoring spend and enforcing policy compliance
  3. Auditors – to access a complete audit trail of company transactions

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