Bill Expense Claims
Form ID: (EP502000)
This form lists all the expense claims that have the Approved status. You can bill either all claims or only selected ones.
This form is available if the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, in a claim of a customer, if a contract is specified in the Project/Contract column on the Details tab of the Expense Claim (EP301000) form, when you are processing selected records on the current form and 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 expense claims to be listed by specifying the latest date and the customer or the customer class. 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. |
| Customer Class |
The customer class whose customer will be billed. You can leave the box blank to view data on customers of all classes. The list of classes may be limited based on
the roles assigned to the user account to which you are signed in if the Customer and
Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled,
the Restrict Visibility To box appears on the
General tab of the Customer Classes (AR201000) form. You can select a customer class if one of the following is true:
|
| Customer | The customer to be billed. You can leave the box blank to view data on all customers.
The list of customers available for selection
may be limited based on the role or roles assigned to the user account to which you are
signed in if the Customer and Vendor Visibility Restriction feature is enabled on
the Enable/Disable Features (CS100000) form. In this case, the
Restrict Visibility To box appears on the
Financial tab of the Customers (AR303000) form. With the feature enabled, a
customer is available for selection if one of the following is true:
|
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 ID | 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. |