Expense Claim

Expense Claim is made when employees make expenses out of their pocket on behalf of the company.

For example, if they take a customer out for lunch, they can make a request for reimbursement via the Expense Claim form.

To access an Expense Claim, go to:

HR > Expense Claims

or

Project > Project > Expense Claims

How to create a Expense Claim

1. Go to: Expense Claim > .
2. Select the Employee Name in the 'From Employee' field.
3. Select the Expense Approver.
4. Enter you Prompt Pay account.
5. Enter the Expense Date, Expense Claim Type and the Amount.
6. In the Details or Images section, please show your evidence of expenses such as payment slips, etc.
7. In Accounting Dimensions, when you select a Project, the cost center will automatically change to the cost center of the selected project.
8. In Accounting Details, select the Company's Default Payable Account > 2110 - Creditors - TBA.
9. Save and waiting approval.

Expense Claim Flow