Activities related to expense claims can be categorized into 3 cases as follows:
Case 1: Adding finance channels or adding an account for expense claims
Case 2: Payment made through expense claims
Case 3: Refunding expense claims
Case 1: Adding finance channels or adding account an account for expense claims
Follow these steps:
Step 1: Go to the "Finances Menu" >> "Expense Claim" >> "Add New Channel"
Step 2: Enter an information about the type of expense claim channel, whether it's a reserve paid for the manager of the board or a reserve paid for employees, or enter the employee's name.
When the information is entered, click "+ Add New Payment Method".
Case 2: Payment made through expense claims
To record regular expenses by expense claims, follow these 3 steps:
Step 1: Select a seller: Specify the payee.
Step 2: Select an expense, you can add multiple expenses in the same record or separate them into individual records. If you want to add expenses, click "Add New Item".
Step 3: Select the payment method: In this case, select the expense claims channel that you have created. Once all the information has been entered, click "Approve Expense Record".
When you view an expense claim channel graph, it will show some money going out in the form of bars when there are payments made.
Case 3: Refunding expense claims
To transfer money back to the expense claims by a person who has made advance payments, follow these steps:
Step 1: Go to the "Finances Menu" >> "Cash/Bank/e-Wallet" >> Select the bank for the money transfer.
Step 2: Click on the dropdown button for 'Action' >> Click on 'Transfer Payment'.
Step 3: Click on 'Advance' >> Enter the amount you want to transfer >> Specify the receiving channel. In this case, specify it as the expense claims for the manager of the board. If there are fees or adjustment items, check the applicable fee or adjustment items >> Click 'Confirm'.
When the transfer to the expense claims is made as equal amount, the expense claims channel will show a balance of 0.
