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Expense Claims

Expense Claims are typically used to process your expense reimbursements, also known as staff claims. Under the HR section, you can see a list of all Expense Claims. You can view the list of all Expense Claim under the HR section. You can add, edit, delete, export, or import a Expense Claim.

At the top of the Expense Claim page, you'll find the New Expense Claim button. The New Expense Claim option allows you to create new Expense Claim. You can add Expense Claim by selecting the New Expense Claim button or clicking on the More option to import a list of Expense Claim using the XLS or XLSX sheet format.

Expense Claim Figure.01 Expense Claim

The following fields are displayed when creating a New Expense Claim:

  • Vendor: Select vendor for the expense claim
  • Expense Claim Date: Select the date for the expense claim
  • Expense Claim Number: Auto generated expense claim number
  • Due Date: Date when the expense is due
  • Approver: Person who approves the expense claim
  • Employee: Select the employee for the expense claim
  • Items: The list of all items assigned to the expense claim. You can add multiple items from the Items page.
  • Description: This gives more information about the item.
  • Quantity: The number of product or service.
  • Price: The purchase price of the item. It will be updated automatically but you have the opportunity to edit it.
  • Tax: Add applicable Tax Rates. You can select multiple taxes. See the Settings > Tax Rates documentation for more details.
  • Total: This will automatically calculated automatically the total price of the item according to the item quantity, discount and tax. It is not an editable field. In order to change the total amount, you should change the item price, or quantity or applied discount.
  • Notes: You can add a custom note to the bill.
  • Category: Category of the invoice to be used in reports.
  • Attachment: You can attach a file related to that invoice

Expense Claim Figure.02 Expense Claim

After creating a new Expense Claim, you can see a list of your Expense Claims on the Expense Claim home page. A mouse hover on a listed Expense Claim reveals the options to show, edit, duplicate, print, download, send or delete.

Click on any Expense Claim to view its details. Click on send options to mark the status as Send, confirm or convert to Invoice.

Expense Claim Figure.03 Expense Claim