IEM - Resource Management

Expense Claims

Creates Expense Claims per resource and use a lifecycle for an approval routing. Pre-define expense codes and specify G/L accounts for each expense type. Post to Jobs or charge to Customers. When the Expense Claim is posted a purchase invoice is created to accommodate the pay-out of expenses.

Setup

Create Expense Claim Codes in the Setup:

Field	Explanation
Code	The code a Resource can select in the Expense Claim
Description	This description will be copied to the Expense Claim when the code is selected
G/L Account	When no Charge To type is selected in the Expense Claim, the expenses will be charged to this account
G/L Account (Customers)	When Charge To type Customers is selected in the Expense Claim, the expenses will be charged to this account
G/L Account (Jobs)	When Charge To type Jobs is selected in the Expense Claim, the expenses will be charged to this account

To	See
Create and process an Expense Claim.	Create Expense Claim

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