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Expense Claims

The Expense Claims tab tracks out-of-pocket expenses incurred by employees or members that your business will reimburse.

You can record each expense claim with details such as the amount, description, and who paid for the expense.

Once recorded, these claims can be processed for reimbursement, ensuring accurate tracking in your financial records.

Expense Claims

To create a new expense claim, click the New Expense Claim button.

Expense ClaimsNew Expense Claim

The Expense Claims tab includes several columns:

Date
Date

Date when the expense was incurred

Reference
Reference

Unique reference number for the expense claim

Paid by
Paid by

Person or account that paid for the expense on behalf of the business

This can be an Employee, Capital Account, or Payer

Payee
Payee

Name of the person or business that received the payment

Description
Description

Description of the expense

Accounts
Accounts

Accounts from your Chart of Accounts where this expense is categorized

Amount
Amount

Total amount of the expense claim