Submit an expense

An expense claim is how someone asks to be reimbursed. Open Expense Claim under Expense Claims. You can also open the employee, then Connections, then Pay and expenses, then the + on Expense claims. That opens a new claim with the employee already chosen.

1. Click New Expense Claim.
2. On Expenses & Advances, under Details, choose Employee. Posting Date is required and starts as today. Leave Status and Approval Status on Draft.
3. Under Expenses, click Add Row. Enter Expense Claim Type and Amount. Both are required. Expense Date, Description, Default Account, Sanctioned Amount, Cost Center, and Project are optional.
4. Add Remarks if you need a note. Click Create Expense Claim.
5. On the saved claim, click Submit.

What you should see

A note says “Expense Claim created.” The title is Expense Claim plus its number, and the button becomes Save. After Submit, a note says “Submitted,” and the button shows Submitting… while it runs. Approve and Reject appear once the claim is submitted.

The list shows Employee, Posting Date, Claimed, and Status. An empty list says “Employees can submit expenses; finance can review and approve.”

Receipts go on the side under Attachments, after the claim is saved. There is no receipt column on the expense row.

If something looks wrong

Create Expense Claim names Employee, Posting Date, or a row that is missing Expense Claim Type or Amount.

Submit is only on a saved claim. Create the claim first.

“Submit failed” means the claim stayed a draft. Open it again and click Submit.