Expense Claims
Employee expense claims.
Overview
An expense claim lists an employee’s expenses with receipts. It is approved by their manager and then reimbursed, posting to Accounting.
When to use expense claims
- Staff pay for work costs.
Step by step
In the Hr module open Expenses in the green navigation bar, then choose Expense Claims under Expenses.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- expenses.records.approve
- expenses.records.create
- expenses.records.post
- expenses.records.read
- expenses.records.update