Expense claims

Staff claim back what they spent on receipts and mileage. Approving a claim posts it; reimbursing pays it.

Find them under Purchases Expenses. Every system role, including Staff, can submit a claim.

Submit a claim

1. Select New claim and choose Receipt or Mileage.
2. For a receipt, enter the amount and tax, choose the Category, and attach a photo of the receipt. The category is required and starts empty, so one is always chosen on purpose. An Owner or Admin can add one from the same list: select + New category, type its name, and choose the expense account it posts to. Where each category posts is kept in My apps Expenses Settings Accounts, with a default for categories that have no account of their own; petty cash has its own in Cash's settings.
3. Choose how it was paid: Own money (reimburse me) or Company card.
4. Submit it. The claim shows Submitted.

Mileage

Enter the miles travelled (1 to 5,000). Entirova pays them at your organisation's mileage rate, set in Settings General, with no tax.

Approval

By default every claim needs an Owner or Admin to approve it, and nobody can approve their own claim. Approval posts:

The submitter can Recall a claim before it is decided. A Rejected claim carries the approver's comment.

Reimbursing staff

Select Record reimbursements (N) to pay every approved own-money claim. Entirova posts debit 2300, credit Bank, adds the payment to the bank feed already reconciled, and marks the claims Reimbursed.