Expense claims

You can enter expense claims in the Sage 200 desktop, or in a browser using the Self Service web app.

You can create expense items against which resources can submit expense claims, and organise the items in expense categories. The expense claims can be charged to an activity (project items), or they may not be project specific.

The expense claim process

1. Enter expense claims. You can enter expense claims by:
   1. Entering expense claims using Project Accounting in the Sage 200 desktop.
   2. Entering expense claims using the Self Service web app.

2. Authorise expense claims.

   If you set up your system to use authorisation, an authoriser must check and approve a Submitted expense claim before it can be posted.

3. Post expense claims

   If you have not chosen to automatically post your expense claims, the submitted or authorised expense claims must be manually posted to Financials, Project Accounting or Payroll.

   If you have chosen to automatically post expense claims, all Submitted or Authorised expense claims are posted as appropriate.

Set up Project Accounting to use expense claims

Before you can enter expense claims, you must have set up the following:

1. Entered your Timesheet and Expense Claim Settings.

2. Created resource records for your timesheet users.

   If you use Sage Payroll, you can import employee records so that your employees can enter expense claims in Project Accounting. You can then post their expense claim transactions back to Payroll in order to generate payments.

3. Created Expense Claims Items such as travel, entertainment, or accommodation.
4. If you want to authorise your timesheets, set up your resource records to manage authorisation.