Intro – Expense Claim #
Expense Claim is used to claim reimbursement for business expenses incurred by employees. You can refer to previously paid employee advances if any. With its built-in approval process (if enabled), employees prepare and submit claims for approval before payment is processed.
- Expense Claim is a posting transaction.
- If expense claim approval process is off, all created claims will be auto approved upon saving.
- Approved claims can be paid and recorded in the Reimbursement.
Create a New Expense Claim #
- Go to Employee on the left sidebar, and select Expense Claims
- Click Add New button in the top right corner.
- On the Add New expense page, fill in the following fields
- Expense number is an auto generated number.
- Date: default is today.
- Employee: Select the employee who claim the expenses. Defaults to the logged-in user.
- Description: Enter the details of the expenses incurred, up to 300 characters.
- Refer To Advance #: Select associated advance if any.
- Reimbursement Account: Select the current liability account used to track the amounts owed to employees for incurred expenses.
- Total Amount: It is a total claim amount and is a read-only field.
- Amount Details:
- Expense Claim allows you to enter up to 3 categories or 3 expense accounts. So that at least 1 expense account you need to specify together with its amount.
- After completing the first line of expense, click or tap “Show More” button if you want to enter more expense line.
- Quick Buttons: Use these icon buttons to quickly access expense accounts or categories. You can change which account each button links to.
- Expense Account: Select an appropriate expense account to track your expenses.
- Amount: Enter positive amount.
- Billable: Select this option if you will bill a customer later.
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- Customer: If any of billable option is selected, choose a customer you will bill.
- Project: Select the customer’s project, if applicable.
- Click Save or Save & Submit
