How to submit, approve and reimburse an expense claim

An employee writes what they spent, attaches the receipts and submits it; a manager decides, and the claim is paid through the bank or with the next pay run.

Steps

  1. Write the claim

    Choose Purchases → Expense claims, then New claim. Choose Take a photo of a receipt or Read a receipt file to fill a line, or enter the lines yourself.

  2. Submit it

    Choose Save draft, then Submit. A receipt in another currency is converted at the rate you enter, or at the latest rate.

  3. Review it

    A manager opens Payroll → Employee claims and chooses Approve, or Reject with a comment the employee sees. If an approval rule covers the claim, its approvers decide.

  4. Reimburse it

    Choose Pay to record a bank payment to the employee, or leave it: the next pay run adds what is still owed to their pay.

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