Expense Claim

This menu allows employees to record their own expenses claims for example travelling, food expenses and etc. Once an expense claim is created it will be linked to accounting module and accountants can make payments by then.

How to create Expense Claims

• Go to menu HR → Expenses → Expense Claims → New Expense Claim

• Input credit notes details

• Number : automatically generated by system
• Date :  date to record
• Reference : reference or memo
• Employee :  employee name defaults by user login
• Currency : default currency by system
• Currency Rate : current foreign currency rate
• Related : select for link related to other documents in the system
• Description : description of expenses
• Qty : qty of expense
• Unit Price unit price of  expense
• Amount :  automatically computed by system (qty x Unit price)
• Note : put some notes
• Save & Submit For Approval

• The status has changed to “Waiting Approval” then click “Approve”

• The status has changed to “Approved” then click “Post”

• The status has changed to “Waiting payment” then view journal account by clicking Options  →  View Journal Entry

• Journal entry of expense claim payment