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Add Expenses / Claim

Use

In this screen you can add new expenses of your employees. You have to submit the expenses after entering them to approve or reject the expenses.

Please remember the following

To add a new expense record of an employee, the employee must be assigned to a project.
The expenses approved date will be considered during import, not the date of expense incurred. For example if the expense incurred is during week 1 and it is approved in week 4, the expenses will occur only when you import the timeclaim data for week 4 and not for week 1.
The expense items must be added to the project, when you are adding a project. Only then you can see the expense items in the list
The expense incurred date cannot be more than the submitted date.
All the expenses you enter here will be grouped and summed under Taxable and Non Taxable Pay items when you import them into Internet Payroll. The expense items will not be separately displayed. For example if, Non Taxable, Non NI Expense Items are Phone bill= £ 100 and travel expenses= £50. Taxable, NI Expense Items are Entertainment = £ 30 and food = £ 10

They will be added and displayed in Other Pay items section as

Payout > Expenses > Weekly /Monthly/2 Weekly/4 Weekly/Quarterly/Annual/Bi-annual Employee Expenses > View / Add Timesheet > Add New Record

Fields marked with red asterisks are mandatory

Expenses Entry Details

Submission Date: Enter here the date on which you submit the expense for approval. By default, the submission date will display the current calendar date.
Project: From the drop list, select the project the employee is assigned to.
Date Incurred: Enter here the date of the expenses incurred.
Expenses Type: From the drop down list, select the expense type.
Description: Enter here the description of the expenses.
Roles: From the drop down list, select the role of the employee.
Amount (£): Enter here the amount spent on the expenses incurred.

Back: If you have finished viewing the details and wish to leave this screen, click on this button.
Submit: To submit the expenses for approval or rejection, click on this button.