📍 Where can I find this module?
Main Menu > Human Resources
Introduction #
The Expense Reports module allows employees to submit their business expenses for reimbursement: meals, lodging, transportation, car rentals, etc. It is accessible via Human Resources > Expense Reports.
1. Create an expense report #
Click on Add an expense report from the module list or from record person record .
General information:
- Person: the employee submitting the expense report (required)
- Date: the date of the expense
- Type: the expense report category
- Purchase order: a link to a customer order if the expense is related to a project or assignment
Amounts:
Expenditures are broken down by category:
| Category | Description |
|---|---|
| Food | Meals and dining |
| Hotel | Accommodation |
| Car Rental | Car Rental |
| Other | Any other business expenses |
| Total amount | Calculated automatically |
Comments:
- A text field for describing the details of the expense
2. Supporting documents #
Since the record expense report, the Documents allows you to attach supporting documents (tickets, invoices, receipts) in digital format.
Good to know: Employees can submit their expense reports and attach receipts directly through the employee portal (extranet).
3. Frequently Asked Questions #
How do I track expense reports awaiting reimbursement?
Use the list filters to view expense reports by status, by person, or by time period.
Do expense reports generate journal entries?
Expense reports can be linked to the accounting process through manual entries or payments, depending on how your instance is configured.
Can an employee edit a submitted expense report?
It depends on the access rights that have been configured. Generally, once an expense report has been approved, the employee should no longer be able to edit it.