To Release Expense Claims
In MYOB Acumatica, you can release expense claims in one of the following ways:
- One individual claim at a time: Use the Expense Claims (EP301030) form as a starting point.
- Multiple claims at once: Use the Release Expense Claims (EP501000) form.
You can release only the expense claims that have the Approved status.
To Release an Individual Expense Claim
- Open the Expense Claims (EP301030) form.
- Select the Approved filter tab to view only the claims that have been approved and are ready to be released.
- Locate the expense claim that you want to release, and then click the link in the Reference Nbr. box, which brings up the Expense Claim (EP301000) form, where you can view the details of the claim.
- On the More menu, click Release.
To Release Multiple Expense Claims
- Open the Release Expense Claims (EP501000) form.
- Do one of the following:
- To release only certain expense claims, in the unlabeled column, select the check boxes for the claims that you want to release, and then click Release on the form toolbar.
- To release all listed expense claims, click Release All on the form toolbar.