How To : Create an Expense Claim
Resource Management offers a separate Expense Claims feature. You can create an expense claim and link it to a specific time sheet. You can specify whether the expenses have to be charged to a customer or posted to a job task.
The expense claim is processed through a lifecycle for approval and posting. When posted automatically, sales invoice or job ledger entries are created as well as a purchase invoice to reimburse the resource for the expenses.
Creating an Expense Claim
- In the Search box, enter Expense Claims.
- Select Expense Claims to open a list of available expense claims.
- Select New to create a new expense claim.
- Enter a number and typically, you must fill the fields in the following table.
| Field | Description |
|---|---|
| Header | Identifies the Expense Claim and the Resource and, optionally, links it to a Time Sheet |
| Resource No. | Select the resource for which the expense is claimed. |
| Time Sheet No. | Optionally, select the time sheet against which the expense is claimed. |
| Document Status | The field contains the lifecycle state. |
| Lines | Specify the expenses. |
| Expense Claim Code | Select an expense claim code using the drop-down arrow to the right of the field. |
| Posting Date | Select the date on which the expenses occured. |
| Currency Code | Select the currency in which the expenses were made. |
| Change To Type | Use the drop-down arrow to the right to select who must be charged for the claim. Blank means the expense will be charged to the G/L Account as specified in the Expense Claim Codes. |
| Charge To No. and Job Task No. | Based on the Charge To Type, for Customer select a Customer Code, for Job select a Job No. and a Job Task No. |
| Amount | Amount of the expense in the currency as specified on the line, the Amount(LCY) is calculated. |
| Approval Status | This field indicates the approval status for the claim. |