40 lines
1.5 KiB
Markdown
40 lines
1.5 KiB
Markdown
Expense Claim is made when Employee’s make expenses out of their pocket on
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behalf of the company. For example, if they take a customer out for lunch,
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they can make a request for reimbursement via the Expense Claim form.
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To make a new Expense Claim, go to:
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> HR > Expense Claim > New Expense Claim
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<img class="screenshot" alt="Expense Claim" src="{{docs_base_url}}/assets/img/human-resources/expense_claim.png">
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Set the Employee ID, date and the list of expenses that are to be claimed and
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“Submit” the record.
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### Approving Expenses
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The person making the claim must also set the id of the user who will
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“Approve” these expenses and set the “Assign To” to notify the user of the
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request Approve.
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If the Approver sees the “form”, she or he can update the “Approved Amounts”
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and click on “Approve”. To cancel the claim, they can click on the “Reject”
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button.
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Comments can be added in the Comments section explaining why the claim was
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approved or rejected.
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### Booking the Expense and Reimbursement
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The approved Expense Claim must then be converted into a Journal Entry and a
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payment must be made. Note: This amount should not be clubbed with Salary
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because the amount will then be taxable to the Employee.
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### Linking with Task & Project
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* To Link Expense Claim with Task or Project specify the Task or the Project while making an Expense Claim
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<img class="screenshot" alt="Expense Claim - Project Link" src="{{docs_base_url}}/assets/img/project/project_expense_claim_link.png">
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{next}
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