Create an expense claim

Goal

Create a draft expense claim (numbering waits until approve).

Who it is for

expense_claim.manage.

Preconditions

• Module on; at least one payer; expense accounts available for lines.
• If setup receipt required, create must indicate a receipt (has_receipt) or API returns expenseClaimReceiptRequired.
• Total must not exceed max claim amount when that setting is set (expenseClaimExceedsMax).

Steps — claim

1. Open Expense Claims → New claim.
2. Select payer (required).
3. Add lines: expense account, description, amount (> 0).
4. Save as draft.

Steps — payer (if needed)

1. New payer: code, translatable name, optional reimbursement account role (e.g. expense_claims_payable).
2. Save, then create the claim.

Result

Draft claim on the list — next approve / reimburse. Lines/header are not updated via API after create.

Related

• Lifecycle
• Setup
• Troubleshoot