Expense claims overview

Goal

Understand expense claims: employee/payer spend captured as a draft, approved into the ledger, then reimbursed from a bank account.

Who it is for

Claimants and AP with expense_claim.view / expense_claim.manage. Setup needs expense_claim.admin.

How claims fit the cycle

1. Ensure a payer exists (code, name, optional reimbursement account role — default role expense_claims_payable).
2. Create a draft claim with expense lines (account + amount).
3. Approve — assigns document number (EXP), posts expense debits and reimbursement liability credit.
4. Reimburse — pick a bank account; settles liability vs bank.
5. There is no silent delete of approved/reimbursed claims; correct via accounting practice if needed.

Open the screen

Operations → Expense Claims. Also New payer on the same area.

Related

• Create a claim
• Approve and reimburse
• Setup
• Bank accounts