Creating an Expense claim

Create, track, and manage expense claims and reimbursements. See a summary of outstanding, approved, and pending claims.

You need the Expenses feature.

Creating an expense claim:

• Go to HR on the Navigation Menu.

• Select Expense Claims from the dropdown options.
• Click New Expense Claim.
• Add a Vendor by selecting from the dropdown or Add New Vendor.

Also, Check out how to add a vendor on Akaunting.

• Set the Date, Expense Claim Number, Approver, and Employee.

• Add Expense claim items.
• Then, Save.

Requesting, Approving, or Refusing Expense Claims

• Go to the Expense Claims page.

• Click an Expense claim from the list to view the details page.
• Go to the Approve section.
• Select Request Approval to send a message to the Approver you an expense claim.
• Mark Approved accepts the Expense claim.
• Refuse rejects the claim.

Adding Payment to Expense Claims

• Go to the Expense Claims page.

• Click an Expense claim from the list to view the details page.
• Go to the Make Payment section.
• Select Add Payment to record the transaction in your accounting data.
• An Added payment changes the status of an expense claim to Paid.