Expense Claim Payment

This menu allows an accountant to make payments for  expenses claims that are requested from employees.

• Go to menu Suppliers >> Payment >> New Payment

• Input payment details

• Contact :  Leave it empty  
• Payment Subtype : select “Expense Claim Payment”

• Date : payment date
• Number : Running sequence number automatically generated by system
• Ref : Reference document number (If available))
• Employee : select employee name
• Account : Payment account by cash, cheque or transfer.
• Currency : Automatically selected default currency
• Memo : Memo as text
• Related To : Be able to select related document manually
• Default memo to line description : This option is available for  Direct Payment and Prepayment. When added, the new line system will copy the description in the payment line.
• Expense Claim :  Automatically selected expenses claims default by selected employee name.
• Amount : Automatically default by expense claim amount
• Add a new line : add  new line
• Save  :  click for save
• Post :  after completion

Example 

• Before making a payment, the status of the expense claim is in “ Waiting payment”.

• Make a payment for the expense claim.

• Journal Entry of Expense Claim Payment  

• After a payment is made, the expenses claim’s status has changed to Posted. To view journal entry by clicking Options  → View Journal Entry