Bill Expense Claims

Form ID: (EP502000)

This form lists the customers that have expense claims that are ready to be billed (that is, expense claims that have the Released status). You can bill either all customers or only selected ones.

This form is available if the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form.

Suppose that a claim of a customer has a contract specified in the Project/Contract column on the Details tab of the Expense Claim (EP301000) form. If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, when you are processing selected records on the current form and you create contract usage, the system verifies whether the current branch has the same base currency as the bill-to customer of the contract. If these base currencies are different, the system displays an error message.

If the contract has a bill-to customer without a base currency—that is, if the customer has been extended from a branch—the selected record can be processed regardless of the current branch.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Generates invoices for the customers you have selected in the table in the amounts paid to the employees for the post period, and changes the status of the processed claims to Closed.
Process All	Generates invoices for all customers listed in the table in the amounts paid to the employees during the post period, and changes the status of the processed claims to Closed.

Selection Area

By using the elements in this area, you can select the customers to be listed by specifying the customer or the customer class, and the latest date of the expense claims that have been processed for these customers. Also, you can specify the date on the invoices and the post period to be used for those invoices.


Element	Description
Invoice Date	The date on the invoice charging the customer.
Post Period	The financial period to post the invoice.
Load Claims Up To	The latest date on the claims to be billed to customers.

Table

This area of the form contains the list of customers that can be billed for the expense claims, based on the criteria you have selected in the Selection area.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that you select to include the record in the billing process.
Customer Class	The customer class of the customer to be charged.
Customer	The customer to be billed, selected by its ID.
Customer Name	The name of the customer to be billed.
Location	The location of the customer associated with the claim.
Location Name	The name of the customer location associated with the claim.