Claim Expenses
Claim Expenses is used to capture the Petty cash payments that have been made to a particular person in an organisation
Figure 8.16.1 Claiming an Expense
Figure 8.16.2 View a list of Claimed Expenses
Figure 8.16.3 Edit/Post/Delete a Claimed Expense
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CLAIMING AN EXPENSE
NEW EXPENSE CLAIM
- You can make a new Expense Claimby clicking on the on the new button on the toolbar
- On click a window appears as show in Figure 8.16. 1
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After entering the data.Click on 'Save Details' button to Save.
Viewing a list expense claims made
- You can view all the Expense Claims by clicking the 'Claim Expenses' option under Petty Cash on the leftside menu.
- A grid as shown in Figure 8.16.2 appears showing all the Invoices that have been made.
Deleting or editing a claimed expense(not yet posted)
- Double click on the Expense you wish to delete/edit.
- On Click on a pop up window appears as as shown in Figure 8.16.3 with a save and delete button
To Delete - Click on the delete button on the window .
- When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
To Edit
- Make the changes you wish to on the Expense details
- Click on the save button to save the changes made on the Claim Expense details.
Posting a expense details
- You can Post a Expense details by clicking on the 'Post' button.
Searching a claimed expense
- You can search a Claimed expense based on the Petty Cash Tab or Expense Tab that the expense falls under or depending on 'Expense to' that is to whom the expense was made.
- You can also search depending on the amount or the status.
Note: The above mentioned criterias' can be combined to achieve more filtering of the records
Printing a list of Cash assignment
- View all the Cash assignment by clicking on the 'Assign Cash ' tab on the rightside menu.
- Click on the print icon,a dropdown menu appears with two options.
Pdf
- This option prints/generates a Pdf document
Xls
- This option prints/generates an Excel/Spreadsheet document
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