To Create an Expense Claim

You can create an expense claim by using the Expense Claims (EP301030) form as a starting point. From there, you can add a new claim on the Expense Claim (EP301000) form. On this form, you can enter the following expense claims:
  • Your own claims
  • The claims of employees in the workgroups at lower levels in the company tree than your workgroup
  • The claims of employees for whom you are an appointed delegate; all delegates of a particular employee are listed on the Delegates tab of the Employees (EP203000) form

To Create an Expense Claim

  1. Open the Expense Claims (EP301030) form.
  2. On the form toolbar, click Add New Record.

    The system navigates to the Expense Claim form so that you can enter a new expense claim.

  3. In the Summary area, specify the claim information as follows:
    1. In the Description box, type a brief description of the claim.
    2. In the Claimed by box, select the employee who is claiming the expenses.
    3. In the Currency box, change the currency if the employee should be reimbursed in a different currency.
    4. Optional: In the Customer box, select a customer if the employee incurred the expenses while working for a particular customer. If you add expense claim lines directly on the Details tab, this customer will be automatically specified for each new line.
  4. On the form toolbar, click Save.
  5. To add expense claim lines, on the Details tab, do one of the following:
    • If you need to enter a new expense receipt that will be added to the claim, click Add New Receipt on the table toolbar to open the Expense Receipt (EP301020) form, and then enter the expense receipt. For details, see Add Receipts.
    • If you need to add existing expense receipts to the claim, click on the table toolbar to open the Add Receipts dialog box; select one or more existing receipts, and then click Add to add them to the claim.
    • If you want to add lines directly to the claim, click on the first empty row in the table and fill in the appropriate columns.
  6. Optional: If you need to correct the tax or taxable amounts in the expense claim, either edit (on the Expense Receipt form) the individual receipts included in the claim, or click the link in the Tax Amount column for the needed line on the Details tab, and modify the amounts in the Document Taxes dialog box, which opens.
  7. On the form toolbar, click Save.