Post expense claims

Expense claims can be posted to Project Accounting and Sage 200 Financials, and also exported to Sage Payroll. You can choose to post expense claims either automatically or manually.

• Post expense claims automatically:

  If you choose to post expense claims automatically, expense claims will be posted when they have been authorised. If you do not use authorisation, they will be posted when they have been submitted.

• Post expense claims manually:

  If you choose to post expense claims manually, you control which claims are posted and who has permission to post the claims.

If you have entered multi-currency expenses, the exchange rate on the claim is set the first time it is posted. All postings to subsequent modules will use the same exchange rate.

Note: Expense claims cannot be amended after they have been posted to either Sage 200 Financials or Project Accounting.

Posting to Project Accounting

If you post expense claims to Project Accounting, a single project transaction record is created for the project item relating to the expense activity.

Posting to Financials

If you post expense claims to Sage 200 Financials, a Nominal Ledger journal is created for the expense activity.

Posting to Payroll

If you have imported resources from Sage Payroll, you can send details of their posted expense claims to Payroll. Their payment records will be created and linked to Sage Payroll.