{"id":920,"date":"2023-04-11T14:12:25","date_gmt":"2023-04-11T11:12:25","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/human-resource-management\/creating-an-expense-claim\/"},"modified":"2023-04-24T10:57:55","modified_gmt":"2023-04-24T07:57:55","slug":"creating-an-expense-claim","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/human-resource-management\/creating-an-expense-claim\/","title":{"rendered":"Creating an Expense claim"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Create, track, and manage expense claims and reimbursements. See a summary of outstanding, approved, and pending claims.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><code><em>You need the <a href=\"https:\/\/akaunting.com\/apps\/expenses\" rel=\"noreferrer noopener\" target=\"_blank\">Expenses feature<\/a>.<\/em><\/code><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creating an expense claim:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>HR<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142808\/to-create-an-expense-claim.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Expense Claims <\/strong>from the dropdown options.<\/li>\n\n\n\n<li>Click <strong>New Expense Claim<\/strong>.<\/li>\n\n\n\n<li>Add a Vendor by selecting from the dropdown or Add New Vendor.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em>Also, Check out <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-light-green-cyan-color\"><a href=\"https:\/\/akaunting.com\/hc\/docs\/bills\/adding-a-vendor\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to add a vendor<\/a><\/mark> on Akaunting.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set the Date, Expense Claim Number, Approver, and Employee.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142833\/set-the-date-expense-claim-number-1024x576.png\" alt=\"Creating an Expense claim date\" class=\"wp-image-926\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142833\/set-the-date-expense-claim-number-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142833\/set-the-date-expense-claim-number-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142833\/set-the-date-expense-claim-number-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142833\/set-the-date-expense-claim-number-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142833\/set-the-date-expense-claim-number.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add Expense claim items.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Requesting, Approving, or Refusing Expense Claims<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Expense Claims <\/strong>page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142748\/requesting-approving-refusing.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click an Expense claim from the list to view the details page.<\/li>\n\n\n\n<li>Go to the <strong>Approve <\/strong>section.<\/li>\n\n\n\n<li>Select <strong>Request Approval<\/strong> to send a message to the <strong>Approver<\/strong> you an expense claim.<\/li>\n\n\n\n<li><strong>Mark Approved <\/strong>accepts the Expense claim.<\/li>\n\n\n\n<li><strong>Refuse<\/strong> rejects the claim.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Adding Payment to Expense Claims<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>Expense Claims <\/strong>page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11142714\/add-payment-expense-claims.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click an Expense claim from the list to view the details page.<\/li>\n\n\n\n<li>Go to the <strong>Make Payment <\/strong>section.<\/li>\n\n\n\n<li>Select <strong>Add Payment<\/strong> to record the transaction in your accounting data.<\/li>\n\n\n\n<li>An Added payment changes the status of an expense claim to Paid.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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: Also, Check out how to add a vendor on Akaunting. Requesting, Approving, or Refusing Expense Claims Adding Payment to Expense Claims<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":880,"menu_order":7,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-920","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/920","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=920"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/920\/revisions"}],"predecessor-version":[{"id":1528,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/920\/revisions\/1528"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/880"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=920"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}