Working with Expense Claims

     

Topic: Expenses/Timesheets

Overview

The Expense Claim Document allows you and your staff to enter their expenses. This can be thought of as replacing the commonly used paper 'Expense Form'. Of course, because the Expense Claim Document is part of salesorder.com all the underlying accounting is done automatically.

 

The Expense Claim Line Item table allows you to associate an Expense with a specific Job. This facilitates accurate reporting of Job Profitability.

 

Prerequisites

Using salesorder.com the basics

Entering Line Items

Working with Transactional Documents

Submitting and Approving Expense Claims

 

Entering and Editing

Creating a new Expense Claim Document.

A new Expense Claim Document can be created in two ways.

 

1.As your own Expense claim. When completing you own expenses either use the Expenses Shortcut and click 'New'. Or from the Explorer click Expenses/Timesheets->Expense Claims to display the Expenses List, then click 'New Expense Claim'.
2.As another Worker's Expense Claim. Locate the required Worker from the Worker List. Then from the Actions drop-down         click 'New Expense Claim'.        

       

Expense Claim Key Facts

•Depending on the Worker's permissions the Expense claim may be immediately approved, or submitted for approval. See Submitting and Approving Expense Claims.

 

IMPORTANT: Only approved Expense Claims post to the Accounts.

 

•The Ref # is a unique identifier/number associated with the Expense Claim. See Working with Reference numbers (Ref #).
•The format of the Printed Document (e.g. your company logo, colors etc.) and which columns are displayed in the Line Item table are configurable. See Working with Document Templates.
•The Expenses that can be entered are defined in the Accounts. See Working with Accounts.
•Mileage Expenses can be defined using a special Mileage Expense, which specifies the distance units (Miles or Kilometers), and associated rate.

 

Related tasks and information

Configuring Transactional Documents

Working with Workers

Working with Accounts

Working with Bills (Supplier Invoices)

Working with Jobs

Working with Roles