Expense Claims

Expense Claim Lifecycle

Draft → Submitted → Approved → Paid
                  → Rejected

Creating an Expense Claim

1. Navigate to Expenses → New Claim
2. Add a title and description
3. Add expense items with:
   • Date — When the expense occurred
   • Description — What the expense was for
   • Amount — Cost in dollars
   • Category — Travel, Meals, Software, etc.
   • Account — GL expense account
   • Receipt — Upload via drag-and-drop

Approval Workflow

Payment Processing

When an approved claim is marked as Paid, a journal entry is automatically created:

• Debit Each expense account (per item)
• Credit Bank/Cash account

Rejection

Rejected claims include a reason that is displayed to the submitter. The claim can be edited and resubmitted.