Find expense claims

Goal

Find claims and run approve / reimburse actions.

Who it is for

expense_claim.view (manage for actions).

Preconditions

• Module expense_claims enabled.

Steps

1. Open Operations → Expense Claims.
2. Review payer, date, total, and status (draft / approved / reimbursed).
3. On a draft row use Approve; on approved use Reimburse (bank dialog).
4. New claim or New payer as needed (expense_claim.manage).

Result

You can locate claims and push them through finance actions from the list.

Related

• Create
• Lifecycle